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333 E Short St. #210, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Lexington | KY | 01/2020 | 09/2020 |
| Tates Creek Presbyterian Church | Lexington | KY | 10/2013 | 10/2019 |
| Unemployed | Richmond | KY | 11/2019 | 01/2020 |
| Abri Llc | Lexington | KY | 11/2025 | Present |
| First Southern National Bank | Richmond | KY | 09/2020 | 09/2025 |
LIFE & HEALTH INSURANCE AGENT; INVESTMENT RELATED; RICHMOND, KY; 10/2025; 5 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-03 |
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