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312 Whittington Parkway Suite 201, Louisville, KY 40222-4925 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-08-29 |
| NE | RA | APPROVED | 2025-07-14 |
| OH | RA | APPROVED | 2025-07-11 |
| AL | RA | APPROVED | 2025-07-08 |
| IN | RA | APPROVED | 2025-07-08 |
| 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 |
|---|---|---|---|---|
| Churchill Financial, Llc | Louisville | KY | 01/2023 | Present |
| Verisys Corporation | Louisville | KY | 06/2019 | 01/2023 |
| Clare & Berry | Louisville | KY | 05/2018 | 08/2018 |
| Kentucky Department Of Revenue | Frankfort | KY | 05/2017 | 08/2017 |
| University Of Louisville Louis D. Brandeis School Of Law | Louisville | KY | 08/2016 | 05/2019 |
| 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 of Risk and Compliance; Start date: 01/03/2025; Number of hours per month: 80; Number of hours per month during trading hours: 80; Duties: Risk and compliance related activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-24 |
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