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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-03 |
Branch Locations
2201 High Wickham Place, Louisville, KY 40245 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Client Services | Louisville | KY | 06/2021 | 09/2022 |
| Western Kentucky University | Bowling Green | KY | 08/2020 | 06/2021 |
| Ge Appliances | Louisville | KY | 06/2020 | 08/2020 |
| Western Kentucky University | Bowling Green | KY | 08/2019 | 06/2020 |
| United Parcel Service | Louisville | KY | 06/2019 | 08/2019 |
| Western Kentucky University | Bowling Green | KY | 08/2018 | 06/2019 |
| Bluegrass Academy Childcare | Mount Washington | KY | 05/2018 | 08/2018 |
| Western Kentucky University | Bowling Green | KY | 01/2018 | 05/2018 |
| Bluegrass Academy Child Care | Mount Washington | KY | 12/2017 | 01/2018 |
| Western Kentucky University | Bowling Green | KY | 08/2017 | 12/2017 |
| Bluegrass Academy Child Care | Mount Washington | KY | 01/2016 | 08/2017 |
| Bulitt County Public Schools | Mount Washington | KY | 12/2011 | 06/2017 |
| Argi Investment Services, Llc | Louisville | KY | 09/2022 | 04/2023 |
| Cerity Partners | Louisville | KY | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-22 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-04 |
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