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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2020-08-07 |
Branch Locations
1301 Bardstown Road, Louisville, KY 40204 • United States
3910 Taylorsville Road, Louisville, KY 40220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Designers, Llc | Louisville | KY | 06/2018 | 02/2020 |
| Strategic Wealth Designers | Louisville | KY | 06/2018 | 02/2020 |
| Twc/Charter Comm | Louisville | KY | 04/2015 | 06/2018 |
| International Assets Advisory, Llc | Louisville | KY | 02/2020 | 07/2020 |
| International Assets Investment Management, Llc | Louisville | KY | 02/2020 | 07/2020 |
| Pnc Investments | Louisville | KY | 07/2020 | Present |
June 15, 2021 / Owner / OD Center, LLC - Commercial property building / Non-Investment Related / Hours During trading: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-01-23 |
| S65 | Uniform Investment Adviser Law Examination | 2018-05-26 |
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