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607 North Shore Drive Suite 101, Jeffersonville, IN 47130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-14 |
| IN | RA | APPROVED | 2018-09-21 |
Branch Locations
607 North Shore Drive Suite 101, Jeffersonville, IN 47130 • United States
2 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Jeffersonville | IN | 04/2013 | 08/2018 |
| Oxinas Partners, Llc D/B/A Oxinas Partners Wealth Management | Jeffersonville | IN | 08/2018 | Present |
| M.S. Howells & Co. | Jeffersonville | IN | 08/2018 | 01/2020 |
(1) Oxinas Holdings, LLC; Not Investment-Related; Jeffersonville, IN; LLC/Holding Company formed for our office property; Owner; 01/2019; Devote 2 hrs/month, which are not during securities trading hours; Maintain books and records. (2) Gary G. Bouch, LLC; Not Investment-Related; Jeffersonville, IN; LLC Formed For Tax Purposes; Owner; Devote 4 hrs/month, which are not during securities trading hours; Maintain books and records. (3) CaskX; Not Investment-Related; 9270 Wilshire Blvd., 204, Beverly Hills, CA. 90212; 07/29/2022; Devotes 0 hrs/month; Has invested in Bourbon whiskey, which will be aged in bourbon barrels and then eventually sold in 4+years.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-16 |
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