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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-15 |
| TX | RA | APPROVED | 2024-03-12 |
| KY | RA | APPROVED | 2024-01-16 |
Branch Locations
2137 State St, New Albany, IN 47150 • United States
4621 Shelbyville Rd, Louisville, KY 40207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| College Western Kentucky University | Louisville | KY | 08/2016 | 06/2020 |
| Ups | Louisville | KY | 12/2016 | 12/2019 |
| Lost Creek Ranch | Wyoming | WY | 05/2018 | 08/2018 |
| Money Concepts Bluegrass Region Intern | Louisville | KY | 05/2019 | 08/2019 |
| United Furniture | Louisville | KY | 01/2020 | 03/2020 |
| Legacy Consulting Group | Louisville | KY | 06/2020 | 11/2023 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 11/2020 | 09/2021 |
| Triad Advisors | Norcross | GA | 09/2021 | 11/2023 |
| Triad Hybrid Solutions | Norcross | GA | 11/2022 | 11/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Louisville | KY | 11/2023 | Present |
| Bank Of America N.A. | Louisville | KY | 02/2024 | Present |
I*2189275, Entity Type: Rental Property Name of OBA: Rental Property 2, Address: Louisville, Kentucky, 40208, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 02/15/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*3015268 Entity Type: N/A Name of OBA: Rental Property 3 Address:Sevierville Tennessee Investment Related:No Position, Title, Association:Sole owner Start Date:11/17/2025 No Hours: 2 Weekly No Hours during trading:0 Weekly Duties:N/A
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-11 |
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