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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-18 |
| KY | RA | APPROVED | 2024-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Bowling Green | KY | 05/2019 | 02/2022 |
| Valvoline | Bowling Green | KY | 08/2018 | 02/2019 |
| Western Kentucky University | Bowling Green | KY | 08/2015 | 05/2019 |
| Rafferty's | Bowling Green | KY | 12/2017 | 07/2018 |
| At Home In Louisville Real Estate Team | Louisville | KY | 05/2016 | 08/2017 |
| Ups | Louisville | KY | 12/2016 | 01/2017 |
| Bankers Life Securities | Bowling Green | KY | 07/2020 | 02/2022 |
| J.P. Morgan Securities Llc | Bowling Green | KY | 12/2022 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | Bowling Green | KY | 02/2022 | 10/2024 |
| Price Less Foods | Louisville | KY | 05/2017 | 07/2017 |
| Cno Services Llc | Bowling Green | KY | 05/2021 | 02/2022 |
| Bankers Life Advisory Services | Bowling Green | KY | 05/2021 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bowling Green | KY | 10/2024 | Present |
| Bank Of America, N.A. | Bowling Green | KY | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-30 |
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