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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-07-03 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
9900 Corporate Campus Drive Suite 3000, Louisville, KY 40223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Procourse Fiduciary Advisors Llc | Carmel | IN | 04/2015 | 03/2018 |
| Savvy | Louisville | KY | 05/2025 | Present |
| Pnc Bank | Louisville | KY | 03/2018 | 05/2025 |
Managing Partner at Verbeck Beverages, LLP; Non-investment related; Craft non-alcoholic beverage startup company. Start date: Sep 30 2023; 16 hours monthly.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-23 |
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