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2704 Old Rosebud Road Suite 160, Lexington, KY 40509 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-02 |
| WV | RA | APPROVED | 2022-07-25 |
| IN | RA | APPROVED | 2022-07-22 |
| KY | RA | APPROVED | 2022-07-22 |
| NC | RA | APPROVED | 2022-07-22 |
| SC | RA | APPROVED | 2022-07-22 |
| TX | RA | APPROVED | 2022-07-22 |
Branch Locations
2704 Old Rosebud Road Suite 160, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Campbellsville | KY | 03/2021 | Present |
| Transamerica | Campbellsvlle | KY | 11/2020 | 06/2022 |
| City Of Lebanon | Lebanon | KY | 06/2017 | 10/2020 |
| Student | Lebanon | KY | 01/2010 | 06/2019 |
| Student | Richmond | KY | 08/2019 | Present |
| Family Wealth Group | Lexington | KY | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-10 |
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