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333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-06-04 |
| OH | RA | APPROVED | 2026-06-04 |
Branch Locations
50 East Rivercenter Blvd Suite 300, Covington, KY 41011 • United States
333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcf Advisors, Llc | Covington | KY | 06/2026 | Present |
| Tumbleweed | Chillicothe | OH | 01/2015 | 08/2017 |
| Ohio University | Athens | OH | 08/2017 | 05/2021 |
| Tumbleweed | Chillicothe | OH | 05/2018 | 08/2018 |
| Pixelle Specialty Solutions | Chillicothe | OH | 05/2019 | 08/2019 |
| Texas Roadhouse | Chillicothe | OH | 03/2021 | 07/2021 |
| Union-Scioto Local School District | Chillicothe | OH | 01/2011 | 01/2017 |
| Fidelity Investments | Covington | KY | 08/2021 | 09/2022 |
| Ben Beshear | Cincinnati | OH | 11/2022 | 05/2026 |
| Northwestern Mutual Investment Services Llc | Cincinnati | OH | 12/2022 | 05/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-10 |
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