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4458 Legendary Dr. Suite 140, Destin, FL 32541 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
4458 Legendary Dr. Suite 140, Destin, FL 32541 • United States
Louisville, KY • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ic Advisory Services, Inc. | Louisville | KY | 06/2006 | 03/2017 |
| Jjb Hilliard Wl Lyons | Louisville | KY | 04/2017 | 07/2019 |
| Tamp Advisory Solutions | Lousiville | KY | 04/2022 | Present |
| N/A | Louisville | KY | 08/2019 | 03/2022 |
1)Fairfax Group LLC, Not investment-related, 122 Fairfax Avenue Louisville KY 40207, Owns real estate where office is located, Member, 0 hrs/month, no duties. 2)Eifler Advisory Group Inc, Not investment-related, 122 Fairfax Avenue Louisville KY 40207, Holding Company for receipt of income, Owner/President, 10/2013, 2 hrs/month total and during trading hrs, In the process of dissolving. 3)Eifler Group Lonestar Inc, Not investment-related, 101 East Park Blvd Ste 875 Plano TX 75074, Holding Company for receipt of income, Owner/President, 8/2013, 2 hrs/month total and during trading hrs, In the process of dissolving. 4)Eifler Tax Group, Not investment-related, 101 East Park Blvd Ste 875 Plano TX 75074, Tax Preparation, Owner, 11/2013, 0 hrs/month, In the process of dissolving. 5)St. Xavier High School, Investment-related, 1609 Poplar Level Louisville KY 40213, Review outside investment advisor, Investment Committee Member-does not have sole decision authority, 8/1969, 1 hr/month total and during trading hrs. 6)WEM LLC, Not Investment-related, 639 E. Jefferson Louisville KY 40202, Owner of condo, Member of LLC, 3/2006, 1 hr/month total with 0 hrs/month during trading hrs. 7)Fenley Campus Hotel LLC, Not investment-related, 2912 Eatpoint Pkwy Louisville KY 40223, Owns Embassy Suites hotel in Louisville, Member LLC, 9/2001, 0 hrs/month, no duties. 8)Caribbean Investments Ltd, Not investment-related, 500 W. Jefferson #1400 Louisville KY 40202, Owns an Island in Belize, Investor, 8/2007, 0 hrs/month. 9)Co-Trustee, Investment-related, 9/1987. 10)Gallery Square, homeowners association for condominiums owned by WEM (see above). 11)TEDE LLC, holding company which holds stock in WEM (see above).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-09 |
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