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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-08-31 |
| KY | RA | APPROVED | 2023-05-16 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Investment Services | Louisville | KY | 11/2018 | 10/2020 |
| Republic Bank | Louisville | KY | 04/2018 | 11/2018 |
| Vanmeter Insurance | Bowling Green | KY | 01/2017 | 04/2018 |
| Bowling Green Hot Rods | Bowling Green | KY | 06/2016 | 01/2017 |
| Amerisave Mortgage Corporation | Louisville | KY | 10/2020 | 03/2021 |
| Argi Investment Services, Llc | Louisville | KY | 06/2021 | 04/2023 |
| Cerity Partners | Louisville | KY | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-22 |
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