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2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2009-03-20 |
Branch Locations
2225 Lexington Rd, Louisville, KY 40206 • United States
1552 Ormsby Station Court, 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 |
|---|---|---|---|---|
| Private Client Services Llc | Louisville | KY | 03/2009 | Present |
1) INSURANCE APPOINTMENTS WITH VARIOUS CARRIERS FOR THE SALE OF NON SECURITIES BASED INSURANCE PRODUCTS 2) BWM ENTERPRISES - DBA. 10801 GOLDEN MAPLE PLACE, LOUISVILLE, KY 40223. CEO - OVERALL MGMT OF THE LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-03 |
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