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105 Wind Haven Drive, Nicholasville, KY 40356 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-09-23 |
Branch Locations
105 Wind Haven Drive, Nicholasville, KY 40356 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kentucky Medical Services Foundation, Inc. | Lexington | KY | 01/2017 | 03/2018 |
| Unemployed | Lexington | KY | 08/2016 | 12/2016 |
| United Parcel Service | Lexington | KY | 12/2016 | 01/2017 |
| Cusitech Llc | Westerville | OH | 04/2018 | 10/2021 |
| Kentucky Medical Services Foundation, Inc. | Lexington | KY | 11/2021 | 08/2023 |
| Uk Healthcare | Lexington | KY | 08/2023 | 09/2025 |
| Spectrum Financial Alliance | Nicholasville | KY | 09/2025 | Present |
I am the owner of Sigma Squared LLC, located at 4117 Amberwood Ct., Lexington, KY 40513, where for the past eight years I have created automation tools and provided CFO and business analysis services for clients. Going forward my role will be to administer a software tool designed to help bookkeepers be more profitable. This responsibility should take less than 2 hours per week and can be done during non-business hours. This is not an investment-related role and will not distract from investment-related duties during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-07 |
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