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333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2021-11-04 |
Branch Locations
333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
333 West Vine Street Suite 1740, Lexington, KY 40205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brentwood | TN | 05/2019 | 11/2020 |
| Merrill Lynch Pierce Fenner & Smith | Knoxville | TN | 07/2018 | 08/2018 |
| Lipscomb University | Nashville | TN | 06/2016 | 05/2019 |
| Bank Of America, N.A. | Brentwood | TN | 08/2019 | 11/2020 |
| Family Wealth Group, Llc | Lexington | KY | 12/2020 | 09/2021 |
| Fwg Investments, Llc | Lexington | KY | 02/2021 | 09/2021 |
| Mcf Advisors Llc | Lexington | KY | 10/2021 | Present |
1. LOUDOUN HALL LLC / INVESTMENT-RELATED: NO / NATURE OF BUSINESS: REAL ESTATE HOLDING COMPANY / TITLE: AGENT OF RECORD / START DATE: 12/2024 / HOURS PER MONTH: 0 / HOURS PER MONTH DURING SECURITIES TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-12 |
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