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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-04-25 |
Branch Locations
2201 High Wickham Place, Louisville, KY 40245 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Financial Group | Louisville | KY | 01/2008 | 04/2023 |
| Argi Investment Services, Llc | Louisville | KY | 01/2010 | 04/2023 |
| Cerity Partners | Louisville | KY | 04/2023 | Present |
D&J Development Co, Non Inv. Related, Owner - rental property leasing, 1-5 hours/month Wythdrawl, Inv. Related, co-founder - website that focuses on portfolio distribution methods, 1-5 hours /month Assumption Greek Orthodox Church, Non Inv. related, Parish Council, 1-5 hours/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-24 |
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