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Tampa, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-05-28 |
| IL | RA | APPROVED | 2022-11-30 |
Branch Locations
229 W. St. Louis Street, Lebanon, IL 62254 • United States
3235 Olivet Church Rd. Suite B, Paducah, KY 42001 • 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 |
|---|---|---|---|---|
| Wedgewood Partners, Inc. | Belleville | IL | 01/1991 | Present |
| Freshour Financial | Lebanon | IL | 01/2021 | Present |
| Wealth Quest Planning | Lebanon | IL | 01/2008 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-09 |
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