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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
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
2201 High Wickham Place, Louisville, KY 40245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| G J Kohler Investment Advisors, Llc | Prospect | KY | 10/2011 | 09/2021 |
| Charlie One Inc | Louisville | KY | 08/2005 | Present |
| Argi Investment Services, Llc | Louisville | KY | 09/2021 | 04/2023 |
| Cerity Partners | Louisville | KY | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-10 |
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