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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2201 High Wickham Place, Louisville, KY 40245 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Investment Services, Llc | Louisville | KY | 01/2010 | 04/2023 |
| Argi Financial Group | Louisville | KY | 07/2007 | 04/2023 |
| Cerity Partners | Louisville | KY | 04/2023 | Present |
Buck One, not Inv. Related, member Board of Advisors, periodic business advice and counsel to the leadership of the organizations, Approximately 1-5 hours/month Black Reeds, LLC, Inv. Related, offshoot of Rubicon Private Equity - manager - direct capital into private equity transactions - 1-5 hours/month Council of Kings/Wake Up Warrior, Non Inv Related, Licensed trainer leading events and one-on-one coaching with men seeking breakthrough, 1-5 hours/month Author/Publishing, Non Inv. Related, written word and concept development, 1-5 hours/month Rubicon Private Equity, Non Inv. Related - tax matters partner and managing member, 1-5 hours/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-04 |
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