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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-02-01 |
Branch Locations
504 N Main St Suite E, Nicholasville, KY 40356 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Lexington | KY | 05/2019 | 10/2020 |
| Root12, Inc. | Lexington | KY | 07/2017 | Present |
| First Presbyterian Church | Lexington | KY | 08/2014 | 06/2017 |
| Nia Urban Ministries, Inc. | Lexington | KY | 05/2015 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lexington | KY | 10/2020 | 06/2021 |
| Bank Of America, N.A. | Lexington | KY | 01/2021 | 06/2021 |
| Edward Jones | St Louis | MO | 06/2021 | Present |
Investment Committee - KY United Methodist Foundation Type: Date: 02/08/22 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Meets quarterly to review investment performance, ensure compliance with the Investment Policy Statement, including the United Methodist Socially Responsible Investing standards. City-State: Lexington KY The Source UMC Type of business: Church Lexington, KY Start date: 1/1/2024 Pastor Hours per week: 30 Hours during trading: 10 Provide pastoral care and leadership for the congregation. This includes leading worship on Sundays, administering the sacraments, making pastoral care visits, administrative tasks, meetings and teaching.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-27 |
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