JW
John H. Willmoth
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CRD#: 7110947
JW
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
John Hodges Willmoth, who also goes by John H. Willmoth, was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 2019. John had worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
No
Aliases
John H. Willmoth
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: Switcher, Inc. Address: 1205 E. Washington St., Suite LL100, Louisville, Kentucky 40206 Nature of activity: Investment-related; in connection with the Firm's underlying investments Roles: Director, which duties include quarterly board meetings and meetings with the management team Start date: September 2016 Approximate number of hours per month devoted to the business: 8 hours Approximate number of hours devoted to the business during securities trading hours: 8 hours Name: PERQ Software, LLC Address: 7225 Georgetown Road, Indianapolis, Indiana 46268 Nature of activity: Investment-related; in connection with the Firm's underlying investments Roles: Director, which includes quarterly board meetings and meetings with management team Start date: May 2019 Approximate number of hours per month devoted to the business: 8 hours Approximate number of hours devoted to the business during securities trading hours: 8 hours Name: Poplar Ventures GP, LLC Address: 1800 Casselberry Road, Louisville, Kentucky 40205 Nature of activity: General partner of Poplar Ventures, LP Roles: Sole member Start date: January 2019 Approximate number of hours per month devoted to the business: 1-4 hours Approximate number of hours devoted to the business during securities trading hours: 1-4 hours Name: NQ Holdco, LLC Address: 1800 Casselberry Road, Louisville, Kentucky 40205 Nature of activity: Investment-related; in connection with the Firm's underlying investments Roles: Director, which duties include quarterly board meetings Start date: May 2023 Approximate number of hours per month devoted to the business: 1-2 hours Approximate number of hours devoted to the business during securities trading hours: 1-2 hours Name: Solar Acquisition, LLC Address: 731 South Racine Ave, Unit A, Chicago, Illinois 60607 Nature of activity: Investment-related; in connection with the Firm's underlying investments Roles: Director, which includes quarterly board meetings and meetings with management team Start date: January 2023 Approximate number of hours per month devoted to the business: 1-2 hours Approximate number of hours devoted to the business during securities trading hours: 1-2 hours Name: Vividcharts, Inc. Address: 427 S Mill Street, Lexington, Kentucky 40508 Nature of activity: Investment-related; in connection with the Firm's underlying investments Roles: Board Observer, which duties include quarterly board meetings Start date: May 2022 Approximate number of hours per month devoted to the business: 8 hours Approximate number of hours devoted to the business during securities trading hours: 8 hours Name: YuzeData, Inc. Address: 1340 N Astor, #2107, Chicago, Illinois 60610 Nature of activity: Investment-related; in connection with the Firm's underlying investments Roles: Board Observer, which duties include quarterly board meetings Start date: January 2023 Approximate number of hours per month devoted to the business: 8 hours Approximate number of hours devoted to the business during securities trading hours: 8 hours Name: Untitled Holding Company Address: 1201 Story Avenue, Suite 300, Louisville, Kentucky 40206 Nature of activity: Investment-related; in connection with the Firm's underlying investments Roles: Director, which duties include quarterly board meetings Start date: May 2023 Approximate number of hours per month devoted to the business: 8 hours Approximate number of hours devoted to the business during securities trading hours: 8 hours Name: Legacy Foundation of Kentuckiana Address: 2525 Nelson Miller Parkway, Suite 106, Louisville, Kentucky 40223 Nature of activity: Nonprofit Roles: Director, which duties include quarterly board meetings Start date: May 2023 Approximate number of hours per month devoted to the business: 4 hours Approximate number of hours devoted to the business during securities trading hours: 4 hours
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
November 15, 2019 - January 14, 2025
POPLAR VENTURES, LLC
RIA
CRD#: 302072
LOUISVILLE, KY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Current Firm
PV
POPLAR VENTURES, LLC
POPLAR VENTURES, LLC
CRD#: 302072 / SEC#:
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Contact information
Main Address
1800 Casselberry Road, Louisville, KY 40205-1632
Mailing Address
Phone number
(502) 415-6565
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 16,554,296 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
