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301 Townepark Circle, Louisville, KY 40243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-26 |
| TX | RA | APPROVED | 2025-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reliant Wealth Planning | Louisville | KY | 10/2022 | Present |
| Glenview Trust Company | Louisville | KY | 08/2017 | 10/2022 |
| Boys & Girls Clubs Of Kentuckiana | Louisville | KY | 06/2016 | 08/2017 |
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