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2905 Ring Road, Elizabethtown, KY 42701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 06/2020 | 09/2024 |
| Legato Insurance Group, Inc. Dba Legato Financial Group, Inc. | Elizabethtown | KY | 09/2019 | Present |
| Kerr Workplace Solutions | Elizabethtown | KY | 02/2017 | 09/2019 |
| Pinkham Lincoln Automotive | Elizabethtown | KY | 12/2015 | 02/2017 |
| Lfg Wealth Partners, Llc | Elizabethtown | KY | 06/2024 | Present |
1.) LEGATO INSURANCE GROUP, INC. DBA LEGATO FINANCIAL GROUP, INC.; YES INVESTMENT RELATED; 2905 RING ROAD ELIZABETHTOWN, KY 42701; INSURANCE SALES; SERVICE ADVISOR; START DATE 09/2019; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-09 |
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