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2020 High Wickham Place Suite 200, Louisville, KY 40245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-01 |
Branch Locations
2020 High Wickham Place Suite 200, Louisville, KY 40245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shared Medical Services | Cottage Grove | WI | 11/2012 | 11/2021 |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 03/2021 | 10/2022 |
| Guidance Capital, Inc. | Louisville | KY | 10/2022 | Present |
| Money Concepts Advisory Service | Louisville | KY | 03/2021 | 10/2022 |
| Private Client Services, Llc | Louisville | KY | 04/2024 | Present |
Licensed insurance professional; same address; non-advisory; less than 10% of time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-26 |
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