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301 South Broadway, Glasgow, KY 42141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-17 |
| TX | RA | APPROVED | 2025-06-10 |
| KY | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Lexington | KY | 04/2016 | 05/2017 |
| Thrivent Investment Management Inc. | Appleton | WI | 06/2016 | 05/2017 |
| Lpl Financial Llc | Glasgow | KY | 05/2017 | 11/2019 |
| Lockshield Partners, Inc. | Glasgow | KY | 06/2017 | Present |
1. 3/2/2026 - CFR Board Member - Not Investment Related - Treasurer - 1 Hour Per Month - Assist with reviewing financial statements sent by bookkeepers and attend board meetings 2. 3/2/2026 BG East Little League Board Member - Not Investment Related - Treasurer - 4 Hours Per Month - Performs routine financial administration, including reconciling the organization's bank account in QuickBooks, issuing payments to seasonal staff such as umpires and scorekeepers, and preparing electronic invoices for facility rentals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-19 |
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