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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-04-11 |
Branch Locations
500 West Jefferson St., Louisville, KY 40202 • United States
Louisville, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanderbilt University | Nashville | TN | 08/2015 | 05/2017 |
| Pnc | Louisville | KY | 07/2017 | 03/2019 |
| Harvey Investment Company | Louisville | KY | 04/2019 | 04/2024 |
| Baird Trust Company | Louisville | KY | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-14 |
| S66 | Uniform Combined State Law Examination | 2013-05-24 |
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