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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2016-12-14 |
Branch Locations
2650 Eastpoint Parkway, Suite 100, Louisville, KY 40223 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Cssc Investment Adviosry Services | Louisville | KY | 12/2000 | 11/2016 |
| Cssc Brokerage Services, Inc. | Louisville | KY | 03/2007 | 11/2016 |
| Blue & Co, Llc | Louisville | KY | 01/2010 | Present |
| Avantax Planning Partners, Inc. | Dubuque | IA | 01/2017 | Present |
(1) I am a Director Emeritus with Blue & Co., a regional CPA firm. I am located at 2650 Eastpoint Parkway, Suite 100, Louisville, KY 40223. I have been with the CPA firm since 01/2010. I work approximately 5 hours a month. I provide services that are typical of public accounting, including tax, consulting, and business valuation services upon request. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. (2) I am a Member-Owner and Advisor with Green Street Capital, LLC., a financial services firm. I am located at 2650 Eastpoint Parkway, Suite 100, Louisville, KY 40223. I have been with Green Street since 2005. I work approximately 160 hours a month. I provide wealth management services as a HKFS investment advisor representative to a variety of different clients and client types based on their individual financial needs and risk tolerances. Most of my work is during securities trading hours. My employment is investment-related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-28 |
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