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Adam Peter Lisowsky

Journey Advisory Group, LLC

Covington, KY

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Current Employers
Journey Advisory Group, Llc

50 E. Rivercenter Blvd Suite 301, Covington, KY 41011 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-07-01
  • KY RA
    APPROVED
    Since 2025-07-01

Branch Locations

50 E. Rivercenter Blvd Suite 301, Covington, KY 41011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Llc Covington KY 10/2014 06/2017
Lpl Financial Llc Cincinnati OH 06/2017 10/2024
Clarify Wealth Management Cincinnati OH 07/2017 10/2024
Cx Institutional, Llc Blue Ash OH 10/2024 06/2025
Journey Advisory Group Covington KY 07/2025 Present
  • 10/2014 → 06/2017
    Fidelity Brokerage Services, Llc
    Covington, KY
  • 06/2017 → 10/2024
    Lpl Financial Llc
    Cincinnati, OH
  • 07/2017 → 10/2024
    Clarify Wealth Management
    Cincinnati, OH
  • 10/2024 → 06/2025
    Cx Institutional, Llc
    Blue Ash, OH
  • 07/2025 → Present
    Journey Advisory Group
    Covington, KY
Previous Registrations
  • 2024-10-14 → 2025-06-26
    Cx Institutional, Llc
    Blue Ash, OH
    Auburn, IN
    Cincinnati, OH
  • 2017-07-25 → 2024-11-04
    Clarify Wealth Management
    Cincinnati, OH
  • 2015-03-12 → 2017-06-19
    Strategic Advisers Llc
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-06
S63 Uniform Securities Agent State Law Examination 2014-12-08
  • S66 Uniform Combined State Law Examination
    2015-03-06
  • S63 Uniform Securities Agent State Law Examination
    2014-12-08
Designations

View on SEC IAPD

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DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY

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