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117 East Fourth Street, Covington, KY 41011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northcoast Asset Management Llc | Greenwich | CT | 11/2007 | 05/2017 |
| St. James Investment Company, Llc | Dallas | TX | 05/2017 | 12/2019 |
| Fidelity Brokerage Services Llc | Carmel | IN | 12/2019 | 06/2021 |
| 2Nd Vote Advisers, Llc. | Franklin | TN | 06/2021 | 01/2022 |
| Inspire Advisors, Llc | Meridian | ID | 01/2022 | 12/2022 |
| Inspire Investing , Llc | Meridian | ID | 01/2022 | 12/2022 |
| Forvis Wealth Advisors, Llc | Indianapolis | IN | 12/2022 | 04/2024 |
| Legacy Financial Advisors | Covington | KY | 04/2024 | Present |
1) LIFE Advisor Group, Business Consulting; Private Residence, President; May 2017; 0-5 hrs monthly; 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-03-14 |
| S66 | Uniform Combined State Law Examination | 2000-02-18 |
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