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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-08 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
2201 High Wickham Place, Louisville, KY 40245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dmlo Wealth Management Llc | Louisville | KY | 08/2021 | 11/2022 |
| Pnc Wealth Management | Louisville | KY | 08/2013 | 08/2019 |
| Deming, Malone, Livesay & Ostroff, P.S.C. (Dba "Dmlo Cpas") | Louisville | KY | 08/2019 | 11/2022 |
| Lbc Properties, Llc | Louisville | KY | 02/2017 | 11/2022 |
| David Randall Investments, Llc | Louisville | KY | 05/2019 | 11/2022 |
| Argi Investment Services, Llc | Louisville | KY | 11/2022 | 04/2023 |
| Cerity Partners Llc | New York | NY | 04/2023 | 04/2024 |
| Cerity Partners Llc | New York | NY | 04/2024 | 09/2024 |
| Cerity Partners Llc | New York | NY | 09/2024 | Present |
A) 1. LBC Properties, LLC 2. non-investment-related 3. Private residence 4. residential rental real estate 5. sole member/manager 6. 02/2017 7. 40 hours annually 8. 0 hours during trading hours 9. file tax returns and annual reports with Secretary of State, hire property management company, make owner decisions as necessary B) 1. David Randall Investments, LLC 2. non-investment-related 3. Private residence 4. residential rental real estate 5. sole member/manager 6. 05/2019 7. 40 hours annually 8. 0 hours during trading hours 9. file tax returns and annual reports with Secretary of State, hire property management company, make owner decisions as necessary
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