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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-06-20 |
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 |
|---|---|---|---|---|
| Baptist Milestone | Louisville | KY | 05/2018 | 06/2020 |
| Lowe's | Louisvile | KY | 04/2020 | 06/2020 |
| Adp | Louisville | KY | 03/2021 | 06/2021 |
| Ubs Financial Services | Louisville | KY | 07/2021 | 07/2024 |
| Desales High School | Louisville | KY | 09/2016 | 05/2018 |
| Mercer Global Advisors Inc. | Cincinnati | OH | 08/2024 | 06/2025 |
| Cerity Partners Llc | New York | NY | 06/2025 | Present |
| Campbellsville University | Campbellsville | KY | 08/2018 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-06 |
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