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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-08-26 |
| IN | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED_RES | 2026-08-18 |
Branch Locations
4969 Us Highway 42 Suite 1200, Louisville, KY 40222 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Louisville | KY | 05/2013 | 06/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Louisville | KY | 06/2020 | 08/2026 |
| Bank Of America, N.A. | Louisville | KY | 10/2020 | 08/2026 |
| Morgan Stanley Smith Barney Llc | Louisville | KY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-28 |
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