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50 E. Rivercenter Blvd. Suite 1200, Covington, KY 41011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
50 E. Rivercenter Blvd. Suite 1200, Covington, KY 41011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Lexington | KY | 08/2017 | 11/2018 |
| Unified Trust Company | Lexington | KY | 11/2018 | 03/2021 |
| Xavier University | Cincinnati | OH | 08/2015 | 08/2017 |
| Goelzer Investment Management, Inc. | Indianapolis | IN | 03/2021 | 06/2023 |
| Renaissance Investment Management | Covington | KY | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-19 |
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