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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-08-16 |
Branch Locations
2900 North Hurstbourne Parkway, Louisville, KY 40223 • United States
4201 Poplar Level Road, Louisville, KY 40213 • United States
10400 Shelbyville Road, Louisville, KY 40223 • United States
3014 S. 4Th Street, Louisville, KY 40208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Louisville | KY | 07/2019 | 08/2023 |
| Publishers Printing Company | Shepherdsville | KY | 05/2015 | 08/2017 |
| Frazier Rehab | Louisville | KY | 01/2019 | 05/2019 |
| Bellarmine University | Louisville | KY | 08/2017 | 05/2019 |
| Unemployed | Louisville | KY | 05/2019 | 07/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2019 | 08/2023 |
| Fifth Third Securities | Louisville | KY | 08/2023 | Present |
| Fifth Third Bank | Louisville | KY | 08/2023 | Present |
Hundley Simon Associates - Louisville, KY - rental property operator - owner - 1 hr/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-27 |
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