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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-05-05 |
| TX | RA | APPROVED | 2025-05-01 |
Branch Locations
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
4350 Brownsboro Road Suite 110, Louisville, KY 40207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bullitt County Public Schools | East Shepherdsville | KY | 08/2006 | 05/2017 |
| Townepark | Louisville | KY | 02/2009 | 01/2017 |
| G.A. Repple & Co. | Casselberry | FL | 03/2017 | 05/2025 |
| One Ascent Financial Services, Llc | Louisville | KY | 06/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2025 | 12/2025 |
1. One Ascent Financial Services. Investment-related. At registered location. RIA. IAR. 05/2025. 80 hrs/month. 80 hrs during trading hrs. IAR. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 05/2025. 5 hrs/month. 5 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. Hardt Financial Group. Investment-related. At registered location. RIA. Vice President/Partner. 01/2022. 10 hrs/month. 10 hrs during trading hrs. Partner duties including but not limited to Operations Management and Investment/Financial Planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-02 |
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