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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-14 |
| IN | RA | APPROVED | 2024-07-17 |
| AL | RA | APPROVED | 2024-06-10 |
| WV | RA | APPROVED | 2024-04-01 |
| AR | RA | APPROVED | 2023-12-22 |
| OH | RA | APPROVED | 2023-08-29 |
| IL | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-27 |
| FL | RA | APPROVED | 2023-01-23 |
| SC | RA | APPROVED | 2022-09-28 |
| KY | RA | APPROVED | 2022-07-19 |
Branch Locations
1792 Alysheba Way Suite #201, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spectrum Financial Alliance | Nicholasville | KY | 03/2017 | 09/2021 |
| None | Eminence | KY | 03/2008 | 03/2017 |
| Family Financial Partners | Lexington | KY | 10/2021 | Present |
1) Insurance Sales; not investment related; 1792 Alysheba Way Lexington KY 40509; Insurance Sales; Sales; 07/15/2022; 5 hours/month ( 5 during security hours); Insurance Sales. 2). New Beginnings Divorce Financial Solutions LLC; Not investment related; 633 Kenova Trce, Lexington, KY 40511; CDFA; Owner; 08/31/2023-present; 10 hours/month (5 during securities trading hours/month); Divorce planning as a neutral party. 3). Annual Retirement Review LLC; Not investment related; 2321 Sir Barton Way Suite 140 #1154 Lexington KY 40509; member; 06/19/2024-present; 5 hours/month (0 during securities trading hours/month); Marketing company designed to generate leads for financial advising services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-11 |
| S65 | Uniform Investment Adviser Law Examination | 2018-04-28 |
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