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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-03 |
| KY | RA | APPROVED | 2019-06-19 |
Branch Locations
201 E. Main St Suite 520, Lexington, KY 40507 • United States
960 Ormsby Station Rd, Louisville, KY 40023 • United States
3620 Fern Valley Road, Louisville, KY 40219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Lexington | KY | 05/2011 | 06/2019 |
| Miller Edelen Llc | Louisville | KY | 02/2012 | Present |
| Foresters Advisory Services | Lexington | KY | 11/2018 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Lexington | KY | 06/2019 | Present |
1) I WOULD RATHER BE READING 1 HR/WK BOARD MEMBER FOR NON PROFIT. SECRETARY 2) MILLER EDELEN LLC 2 HR WK MANAGEING PERSONAL INCOME FOR TAX PURPOSES 100% OWNER 3) CO-FOUNDER OF TRIPLE CROWN FINANCIAL; DBA FOR CETERA BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-07 |
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