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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-02-29 |
Branch Locations
13113 Eastpoint Park Blvd., Suite B, 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 |
|---|---|---|---|---|
| Bluegrass Capital Advisors | Louisville | KY | 02/2012 | 10/2017 |
| Private Client Services | Louisville | KY | 02/2016 | 04/2017 |
| Cornerstone Corp | Louisville | KY | 02/2012 | 07/2017 |
| Moneylife Partners, Inc. | Louisville | KY | 08/2017 | 07/2024 |
| Fortune Financial Services, Inc. | Monaca | PA | 03/2018 | 06/2018 |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 02/2024 | Present |
1) FIXED INSURANCE AGENT, 13113 EASTPOINT PARK BLVD, SUITE B, LOUISVILLE KY 40223, 01/2012, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 8 HR/MO - 6 HR/MO TRADING. 2) PERSIMMON RIDGE HOMEOWNERS' ASSOCIATION, PERSIMMON RIDGE DRIVE, LOUISVILLE KY 40245, 01/2018, BOARD MEMBER, NIR, 6 HR/MO - 1 HR/MO TRADING. 3) WHITEFIELD ACADEMY, 7711 FEGENBUSH LN, LOUISVILLE KY 40228, 01/2022, BOARD MEMBER, VOLUNTEER, NIR, 4 HR/MO - 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-20 |
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