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312 Whittington Parkway Suite 201, Louisville, KY 40222-4925 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-23 |
| IL | RA | APPROVED | 2025-10-02 |
| TX | RA | APPROVED | 2025-10-02 |
| DC | RA | APPROVED | 2025-08-29 |
| NE | RA | APPROVED | 2025-07-14 |
| AL | RA | APPROVED | 2025-07-08 |
| IN | RA | APPROVED | 2025-07-08 |
| WI | RA | APPROVED | 2025-05-07 |
| OH | RA | APPROVED | 2025-04-16 |
| KY | RA | APPROVED | 2025-01-23 |
Branch Locations
312 Whittington Parkway Suite 201, Louisville, KY 40222-4925 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcm Cpa's & Advisors | Cincinnati | OH | 01/2018 | 12/2022 |
| Mcm Cpa's & Advisors | Cincinnati | OH | 01/2017 | 04/2017 |
| University Of Cincinnati | Cincinnati | OH | 08/2013 | 12/2017 |
| Churchill Financial, Llc | Louisville | KY | 11/2022 | Present |
| Churchill Financial Advisors, Llc | Louisville | KY | 01/2025 | Present |
Name: Churchill Financial Advisors, LLC; Investment Related: Yes; Address: 312 Whittington Parkway, Ste. 201, Louisville, KY 40222; Nature of business: Investment Management; Title/Position: VP Accounting and Administration; Start date: 01/03/2025; Number of hours per month: 80; Number of hours per month during trading hours: 80; Duties: Accounting and Operations. NAME OF BUSINESS: The Andy Kehl Foundation; INVESTMENT RELATED: No; ADDRESS: 9905 Secretariat Drive, Goshen, KY 40206; NATURE OF BUSINESS: Provide educational opportunities for children in disadvantaged areas of Louisville; POSITION: Board of Directors; TITLE: Vice President of Finance; START DATE: June 10, 2026; HOURS DEVOTED TO OTHER BUSINESS: Less than 1 hour per month; HOURS DEVOTED DURING SECURITIES TRADING: Less than 1 hour per month; DUTIES: Provide Board of Directors an accurate financial picture of the organization and assist with 990 preparation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-08 |
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