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333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-04-29 |
Branch Locations
333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
300 Dave Cowens Drive Suite 608, Newport, KY 41071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Newport | KY | 09/2025 | 04/2026 |
| Truepoint Wealth Counsel | Cincinnati | OH | 10/2021 | 08/2025 |
| Bartlett Wealth Management | Cincinnati | OH | 10/2020 | 10/2021 |
| Unemployed | Fort Thomas | KY | 05/2020 | 10/2020 |
| Full-Time Education | Louisville | KY | 08/2016 | 05/2020 |
| Mcf Advisors, Llc | Newport | KY | 04/2026 | Present |
1. RELENTLESS CHALLENGE, LLC / INVESTMENT-RELATED: NO / NATURE OF BUSINESS: FITNESS / TITLE: MEMBER / START DATE: 11/2024 / HOURS PER MONTH: <5 / HOURS PER MONTH DURING SECURITIES TRADING HOURS: 0 / DUTIES: OWNER
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