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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-07-24 |
Branch Locations
4803 Olympia Park Plaza 4Th Floor Suite 4000, Louisville, KY 40241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securites Llc | Chicago | IL | 05/2015 | 11/2017 |
| Jp Morgan Chase Bank | Chicago | IL | 05/2015 | 11/2017 |
| Amatour Sports | Lancaster | KY | 05/2009 | 06/2019 |
| Raymond James & Associates, Inc. | Louisville | KY | 05/2018 | 08/2018 |
| Charles Schwab & Co., Inc. | Louisville | KY | 09/2018 | 01/2019 |
| Charles Schwab Bank | Louisville | KY | 09/2018 | 01/2019 |
| Lifetime Financial Growth, Llc | Louisville | KY | 11/2019 | 12/2021 |
| Guardian Life Insurance Company | Louisville | KY | 11/2019 | 12/2021 |
| Park Avenue Securities | Louisville | KY | 11/2019 | 12/2021 |
| Dpl | Louisville | KY | 01/2022 | 02/2023 |
| Insight Global | Louisville | KY | 11/2021 | Present |
| World Sports League | Louisville | KY | 04/2023 | Present |
| Robert W. Baird & Co. Incorporated | Louisville | KY | 12/2023 | Present |
| Unemployed | Louisville | KY | 06/2019 | 11/2019 |
Name/Address: Louisville Metro Office of Housing 444 S 5th St Ste 500 Louisville KY 40202 Start Date: 4/1/22 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Contractor Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-28 |
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