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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-04-25 |
Branch Locations
5750 Castle Creek Parkway Drive North, Indianapolis, IN 46250 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Investment Services, Llc | Louisville | KY | 01/2010 | 04/2023 |
| Wastah, Llc | Louisville | KY | 08/2009 | Present |
| Cerity Partners | Louisville | KY | 04/2023 | Present |
ARGI BUILDING GROUP - BUILDING OWNERSHIP; Non Inv. Related, 1-5 hours/month WASTAH, LLC, non Inv. related, consulting related to personal and family, 1-5 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-03 |
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