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2319 Lime Kiln Lane Suite A, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2025-02-06 |
Branch Locations
2319 Lime Kiln Lane Suite A, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advantage Investment Management | Louisville | KY | 01/2019 | Present |
| Casten For Congress | Downers Grove | IL | 11/2017 | 11/2018 |
| Steel Blue Consulting, Llc | Louisville | KY | 07/2016 | 11/2017 |
| Benchmark Advisory Services, Llc | Stockbridge | GA | 11/2020 | 01/2022 |
1) Louisville Metro Council, NIR, 601 W Jefferson St. Louisville KY 40202, Not Investment Related.Local Government Legislative Body, Legislative Aide, 12/2018, 100Hr/0 Trading Hours. Work w/ Council President Ackerson on legislation, helping provide constituent communications and related service. 2) Louisville Grows. Not Investment Related. Louisville, KY. Non-Profit. Treasurer. Start Date 3/1/2025. 5 hrs/mnth outside of securities trading hours. 0 hrs/mnth during securities trading hours. Responsible for fiscal management and reporting of the organization to the board. Review and approve statements and spending reports. Prepare budgets and present them to the board. 3) Unite Kentucky. Board Chair. Federal PAC under section 527. Not Investment Related. 5Hr/0 Trading Hours. Start 3/2026 4) 1836 Eastern Parkway. Not Investment Related. Louisville, KY. Residential Real Estate. Managing Partner. Start 03/2025 . 0hrs/mnth during securities trading hours. 5hrs/mnth outside of securities trading hours. Lease properties, receive rent checks, and arrange for repairs. 5) Louisville Presbyterian Furlough Home. Board Member. Housing for mission workers and other faith-based workers. 5Hr/0Trading Hours Start 10/2024 6) Office Building Partner. Not investment related. 633 Baxter Ave. Louisville, KY 40204. Managing Partner. Start 04/2025. Less than 10% of time per month during securities trading hours. Less than 10% of time per month outside of securities trading hours. Manages office building with 2 other partners. One of the partners is also a client of his.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-25 |
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