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3432 Stony Spring Circle, Louisville, KY 40220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-17 |
| KY | RA | APPROVED | 2021-03-01 |
Branch Locations
3432 Stony Spring Circle, Louisville, KY 40220 • United States
7508 New La Grange Rd #2, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco Private Ledger | Lousiville | KY | 06/2006 | 10/2017 |
| First Allied Advisory Services, Inc | San Diego | CA | 10/2017 | 03/2020 |
| First Allied Securities, Inc | San Diego | CA | 10/2017 | 03/2020 |
| Silver Oak Securities Inc. | Jackson | TN | 03/2020 | Present |
| Magnate Advisory Services, Llc | Louisville | KY | 03/2020 | 11/2020 |
| Retirement Planning Solutions | Louisville | KY | 11/2020 | Present |
| Clover Wealth Partners, Llc | Louisville | KY | 11/2024 | Present |
1) Retirement Planning Solutions LLC/RPS Advisory Solutions; Investment-Related; 3432 Stony Spring Circle Louisville, KY 40220; LLC; DBA; Investment Adviser Representative; Start Date: 10/27/2017; 120 hours devoted monthly; 120 hours devoted monthly during trading hours; Fee-based commission; IAR 2.) KKGAM, INC; Non-Investment Related; 3432 Stony Spring Circle Louisville, KY 40220; Corporation; Owner; Start Date: 3/3/2018; 8 hours devoted monthly; 8 hours devoted monthly during trading hours; Holding Company 3.) Clover Wealth Partners, LLC; Investment-Related; 7508 New La Grange Rd, #2, Louisville, KY, 40222; LLC; Consultant; Business Development; Start Date: 7/1/2024 20 hours devoted monthly; 0 hours devoted during trading hours; Fee Based Compensation, Consulting/Business Development activities for CWP (prospecting, workshops, seminars, etc.) 4.) Silver Oak Securities, Inc.; Investment-Related; 403 North Pkwy. #202 Jackson, TN 38305; LLC; Corporation; Broker-Dealer; Investment Adviser Representative; Start Date: 3/2020; 160 hours devoted monthly; 160 hours devoted monthly during trading hours; Commission Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-04 |
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