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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 |
Branch Locations
50 E Rivercenter Blvd Suite 300, Covington, KY 41011 • 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 | Covington | KY | 02/2014 | 08/2019 |
| Northern Kentucky University | Highland Heights | KY | 01/2020 | Present |
| Mcf Advisors Llc | Covington | KY | 08/2019 | Present |
1. NORTHERN KENTUCKY UNIVERSITY | NATURE OF BUS: EDUCATION | INVST REL: NO | TITLE: ADJUNCT FINANCE PROFESSOR | DUTIES: TEACHING | START DT:1/2020 | TOTAL HRS PER MONTH: <10 | HOURS PER MONTH DURING SECURITIES TRADING HOURS: 0 2. COVERT IV FACILITY, INC. / INVESTMENT-RELATED: No / NATURE OF BUSINESS: HOA ENTITY (COMMUNITY POOL AND CLUBHOUSE ONLY) / TITLE: BOARD MEMBER, PRESIDENT / START DATE: 11/2022 / HOURS PER MONTH: <5 / HOURS PER MONTH DURING SECURITIES TRADING HOURS: 0 / DUTIES: VOLUNTEER 3. STATE STREET GLOBAL ADVISORS (SSGA) / INVESTMENT-RELATED: YES / NATURE OF BUSINESS: INVESTMENT MANAGEMENT BEST PRACTICES / TITLE: ADVISORY COUNCIL MEMBER / START DATE: 3/2026 / HOURS PER MONTH: <5 / HOURS PER MONTH DURING SECURITIES TRADING HOURS: <5 / DUTIES: ADVISORY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-01 |
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