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2020 High Wickham Place Suite 200, Louisville, KY 40245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-06-02 |
Branch Locations
2020 High Wickham Place Suite 200, Louisville, KY 40245 • United States
2020 High Wickham Place Suite 200, Louisville, KY 40245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-10-28 |
Branch Locations
2020 High Wickham Place Suite 200, Louisville, KY 40245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 03/2018 | 10/2022 |
| Sherwin-Williams | Bowling Green | KY | 01/2018 | 03/2018 |
| Level Four Wealth Management | Bowling Green | KY | 01/2017 | 12/2017 |
| Sherwin-Williams | Bowling Green | KY | 01/2014 | 01/2017 |
| Full Time Student | Bowling Green | KY | 08/2000 | 09/2017 |
| Guidance Capital, Inc. | Louisville | KY | 10/2022 | Present |
| Money Concepts Advisory Service | Louisville | KY | 03/2018 | 10/2022 |
| Private Client Services, Llc | Louisville | KY | 12/2022 | Present |
| Dmlo Wealth Planning, Llc | Louisville | KY | 04/2023 | Present |
1) Guidance Capital, Inc. 2020 High Wickham Place, Suite 200, Louisville, KY 40245. RIA. 180 hrs/mo; 146 during trading hrs. 2) DMLO Wealth Planning. 2020 High Wickham Place, Ste 200, Louisville, KY 40245. RIA. 40 hrs/mo; 40 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-16 |
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