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115 W Short Street, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-11-13 |
| KY | RA | APPROVED | 2019-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morningstar Inc | Chicago | IL | 02/2016 | 09/2017 |
| Morningstar Inc | Chicago | IL | 10/2017 | 08/2023 |
| High Knoll Wealth Advisors, Llc | Lexington | KY | 01/2019 | Present |
| Western Kentucky University | Bowling Green | KY | 08/2023 | 07/2024 |
| University Of Kentucky | Lexington | KY | 08/2023 | 05/2024 |
| University Of Kentucky | Lexington | KY | 08/2024 | Present |
1. University of Kentucky Is this business investment-related? No Business Address: 550 South Limestone, Lexington, KY 40506 Nature of Business: Public University (Higher Education) Position/Title/Relationship: Lecturer, Faculty Advisor Start Date: August 2024 Approximate Number of Hours per Month: 60 hours/month (approximately 40 during securities trading hours) Brief Description of Duties: Teach finance courses to undergraduate and graduate students and serve as faculty advisor for the Finance Society and student investment fund. Develop curriculum and support student career placement in finance-related roles. 2. AJP Properties, LLC Is this business investment-related? No Business Address: 115 W Short Street, Lexington, KY 40507 Nature of Business: Real Estate Holding Company Position/Title/Relationship: Member/Manager Start Date: May 2018 Approximate Number of Hours per Month: 3 hours/month (none during securities trading hours) Brief Description of Duties: Oversight of LLC property management, rental contracts, and accounting functions related to a commercial property. 3. Electrical Services of The Bluegrass, LLC Is this business investment-related? No Business Address: 115 W Short Street, Lexington, KY 40507 Nature of Business: Electrical Services and Residential Real Estate Partnership Position/Title/Relationship: Minority (10%) Partner Start Date: July 2023 Approximate Number of Hours per Month: Less than 1 hour/month (none during securities trading hours) Brief Description of Duties: Passive ownership in an electrical services business. Serve in a business advisory role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-19 |
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