Kevin Neal Maynard

Current Employers

Employment History

• 09/2014 → 09/2020
  Sortino Advisory Partners
  Louisville, KY
• 10/2017 → 08/2022
  Kentucky Farm Bureau Insurance
  Louisville, KY
• 08/2022 → Present
  Charles Schwab & Co., Inc.
  Clarksville, IN

Previous Registrations

• 2014-09-19 → 2020-10-30
  Sortino Advisory Partners, Llc
  Louisville, KY
  Louisville, KY
• 2012-05-01 → 2014-09-30
  Morgan Stanley
  Louisville, KY

Other Businesses

1) Kaiser Home Support Services | Investment Related:No|2633 Grant Line Road|New Albany|IN|47150|USA|Healthcare Services|Board Member|5/8/2023||0|Along with 8 other board members, will engage in discussions about the non-profit's services, new opportunities to serve the community or ways to enhance or improve existing services being offered., 2) 4B Healthcare, Inc | Investment Related:No|Pharmaceuticals|Advisory Board Member|6/5/2025|Less than 20|0|Study and review the strategic plans, products, business, operations, and historical financial performance of the Company, so as to be able to properly advise members of the Company's management.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-09-09
• S66 Uniform Combined State Law Examination
  2012-04-30

Designations

Other Names

• Kevin N. Maynard