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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-05 |
| KY | RA | APPROVED | 2025-09-05 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Louiseville | KY | 09/2011 | 03/2024 |
| J.P. Morgan Securities Llc | Bristol | IN | 10/2012 | 10/2021 |
| Blvd Private Wealth | Prospect | KY | 03/2024 | 04/2024 |
| Blvd Private Wealth, Llc | Prospect | KY | 04/2024 | 08/2025 |
| Robert W. Baird & Co. Incorporated | Lousiville | KY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-25 |
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