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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-08-08 |
Branch Locations
2201 High Wickham Place, Louisville, KY 40245 • United States
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 |
|---|---|---|---|---|
| Indiana University Southeast | New Albany | IN | 07/2014 | 12/2019 |
| The Ville Llc | Louisville | KY | 06/2014 | 05/2019 |
| Fstan | Louisville | KY | 05/2019 | 12/2019 |
| Mutual Of Omaha | Tampa | FL | 01/2019 | 09/2023 |
| Cerity Partners Llc | New York | NY | 01/2024 | Present |
| Unemployed | Louisville | KY | 10/2023 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-12 |
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