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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-05-10 |
Branch Locations
2201 High Wickham Place, Louisville, KY 40245 • 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 | Louisville | KY | 01/2020 | 04/2023 |
| Na | Louisville | KY | 01/2014 | 12/2019 |
| Cerity Partners | Louisville | KY | 04/2023 | Present |
All Peoples Unitarian Church, Non Inv Related, Endowment Board Member, 1-5 hours per month C Warren Gruenig POA, Inv Related, POA Managing personal investments of father, 1-5 hours per month
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