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4910 Lakewood Ranch Blvd #130, Sarasota, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-25 |
| TX | RA | APPROVED_RES | 2023-10-13 |
Branch Locations
4910 Lakewood Ranch Blvd #130, Sarasota, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 04/2021 | 09/2023 |
| Univesrity Of Louisville | Louisville | KY | 05/2015 | 04/2020 |
| Unemployed | Louisville | KY | 04/2020 | 11/2020 |
| Shepherd Financial | Louisville | KY | 11/2020 | 09/2023 |
| Ranch Capital Advisors, Inc. | Sarasota | FL | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-26 |
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