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Chad H Kobes

Brk Wealth Management LLC

Lexington, KY

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Current Employers
Brk Wealth Management Llc

Lexington, KY • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2023-05-30
  • KY RA
    APPROVED
    Since 2023-05-30

Branch Locations

Lexington, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Cref Lexington KY 09/2013 10/2017
Tiaa-Cref Individual & Institutional Services, Llc Lexington KY 09/2013 10/2017
Wallace Hart Capital Management Lexington KY 06/2018 01/2023
Unemployed Lexington KY 10/2017 05/2018
Brk Wealth Management Llc Lexington KY 01/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-19
S63 Uniform Securities Agent State Law Examination 2007-03-19
  • S65 Uniform Investment Adviser Law Examination
    2013-07-19
  • S63 Uniform Securities Agent State Law Examination
    2007-03-19

View on SEC IAPD

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