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4222 Grantline Road, New Albany, IN 47150 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-07 |
| KY | RA | APPROVED | 2024-02-01 |
Branch Locations
230 S Tamiami Trail Suite 3-H, Venice, FL 34285 • United States
4222 Grantline Road, New Albany, IN 47150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Lexington | KY | 03/2019 | 04/2021 |
| Mutual Of Omaha Insurance Company | Lexington | KY | 03/2019 | 08/2022 |
| Fifth Third Bank | Walton | KY | 05/2018 | 03/2019 |
| Stockton Mortgage Corporation | Florence | KY | 01/2018 | 05/2018 |
| Caliber Home Loans | Ft Mitchell | KY | 02/2017 | 01/2018 |
| Fifth Third Bank | Walton | KY | 10/2015 | 02/2017 |
| Mutual Of Omaha Investor Services | Lexington | KY | 05/2021 | 08/2021 |
| Jt David Asset Management | Lexington | KY | 07/2021 | 11/2021 |
| American Capital Management | Lexington | KY | 08/2021 | 10/2022 |
| Minopreneur | Nokomis | FL | 04/2018 | Present |
| Kenneth Sadler Ii Sole Proprietor | Nokomis | FL | 03/2019 | Present |
| Summerhill Asset Management Llc | Nokomis | FL | 11/2021 | Present |
| Summerhill Asset Management Llc | Nokomis | FL | 10/2022 | 06/2023 |
| American Capital Management, Inc. | New Albany | IN | 02/2024 | Present |
INSURANCE AGENT; INVESTMENT RELATED; 03/2019; INSURANCE PRODUCT SALES; 15 HRS/MONTH INCLUDING DURING TRADING HOURS. Owner Minopreneur Start Date: 04/2018 Non-Investment Related 10898 War Admiral Drive Union KY 41091 3 hours per month 0 hours during securities trading hours Sale of flavored pickles at vendor/craft shows.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-16 |
| S65 | Uniform Investment Adviser Law Examination | 2019-04-05 |
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