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2905 Ring Road, Elizabethtown, KY 42701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments, Llc | Louisville | KY | 03/2016 | 04/2017 |
| Pnc Bank, Na | Louisville | KY | 03/2016 | 04/2017 |
| Fifth Third Bank | Lousiville | KY | 06/2017 | 08/2022 |
| Fifth Third Securities | Louisville | KY | 06/2017 | 08/2022 |
| Unemployed | Louisville | KY | 04/2017 | 06/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2022 | 09/2024 |
| Lfg Wealth Partners, Llc | Elizabethtown | KY | 06/2024 | Present |
KENTUCKY OPERA; NOT INVESTMENT RELATED; 708 MAGAZINE ST. LOUISVILLE, KY 40207; ARTS & OPERA; BOARD OF TRUSTEES MEMBER; FEBRUARY 2018; 4 HRS/MO; 0 HRS/MO DURING SECURITY TRADING HOURS. HELP WITH ARTS ORGANIZATION & PERFORMANCE DECISIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-12 |
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