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2704 Old Rosebud Road Suite 160, Lexington, KY 40509 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-01-03 |
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 |
|---|---|---|---|---|
| University Of Kentucky Recreation & Wellness | Lexington | KY | 11/2019 | 08/2020 |
| Northwestern Mutual | Cincinnati | OH | 05/2021 | 09/2021 |
| Orange Theory Fitness | Lexington | KY | 10/2021 | 05/2022 |
| Family Wealth Group | Lexington | KY | 05/2022 | Present |
| Full Time Student | Florence | KY | 05/2011 | 11/2019 |
| University Of Kentucky | Lexington | KY | 08/2020 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-03 |
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