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333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2017-01-05 |
| MO | RA | APPROVED | 2017-01-05 |
Branch Locations
333 West Vine Street Suite 1740, Lexington, KY 40507 • United States
333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcf Advisors Llc | Lexington | KY | 10/2015 | Present |
1. THE LEXINGTON DREAM FACTORY / INVESTMENT-RELATED: NO / NATURE OF BUSINESS: NON-PROFIT / TITLE: CHAIR OF GOVERNANCE COMMITTEE / START DATE: 10/2015 / HOURS PER MONTH: <5 / HOURS PER MONTH DURING SECURITIES TRADING HOURS: 0 / DUTIES: VOLUNTEER 2. RONALD MCDONALD HOUSE CHARITIES OF CENTRAL KY / INVESTMENT-RELATED: NO / NATURE OF BUSINESS: NON-PROFIT / TITLE: BOARD OF DIRECTORS / START DATE: 2/2023 / HOURS PER MONTH: <5 / HOURS PER MONTH DURING SECURITIES TRADING HOURS: 0 / DUTIES: VOLUNTEER 3. LICENSED INSURANCE AGENT: HEALTH, LIFE / INVESTMENT-RELATED: YES / 333 WEST VINE STREET SUITE 1740 LEXINGTON, KY 40507 / NATURE OF BUSINESS: INSURANCE / TITLE: LICENSED INSURANCE AGENT / START DATE: 07/2011 / HOURS PER MONTH: <5 / HOURS PER MONTH DURING SECURITIES TRADING HOURS: <5 / DUTIES: INSURANCE PRODUCT SUPPORT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-02 |
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