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2451 Industrial Drive, Bowling Green, KY 42101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-10 |
| IN | RA | APPROVED | 2020-03-12 |
| KY | RA | APPROVED | 2020-03-12 |
Branch Locations
2451 Industrial Drive, Bowling Green, KY 42101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dick's Sporting Goods | Cincinnati | OH | 08/2015 | 04/2017 |
| Walker Financial Services, Inc. | Louisville | KY | 04/2017 | Present |
| Worryfree, Inc. | Louisville | KY | 04/2017 | Present |
1) 04/2017 WorryFree, Inc.; Digital Marketing Manager ; media and marketing firm focusing on implementing marketing plans through television, radio, internet and print media as well as marketing training for clients of WorryFree, Inc.; non-investment related ; Louisville, KY ; approximately 10 hours a week (40 hours/mo) to marketing efforts for WorryFree Productions (includes mostly researching and copywriting for client marketing campaigns), setting up email marketing campaigns and website editing and form fill management. 2)08/2016 Independent Licensed Insurance Agent; Lexington, KY; investment related; Life & Health Licensed
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-22 |
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