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Current Employers
Private Client Services, Llc

2225 Lexington Road, Louisville, KY 40206 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-06-11
  • KY RA
    APPROVED
    Since 2026-06-11

Branch Locations

Louisville, KY • United States

2225 Lexington Rd, Louisville, KY 40206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Luoisville KY 09/2019 06/2026
United States Marine Corps (Mmsr-2) Quantico VA 07/1998 09/2019
Private Client Services Louisville KY 06/2026 Present
Previous Registrations
Other Businesses

1) St. Albert the Great Parish; not investment-related; 1295 Girard Drive, Louisville, KY 40222; St. Albert is a local Parish with a church and school; business manager - I run the business of the church; start date 06/2026; 120 hours per month; 0 hours per month during trading hours. 2) Catholic Charities of Louisville; not investment-related; 435 East Broadway, Louisville, KY 40202; Catholic Charities of Louisville helps the migrant population in and around Louisville with job placement, language services, food, and legal needs; I am on the board of this organization and serve on the finance committee; start date 06/2026; 1 hour per month; 0 hours per month during trading hours. 3) Trinity High School; not investment-related; 4011 Shelbyville Rd., Louisville, KY 40207; Trinity is an all-boys Catholic high school in Louisville; I serve on the alumni board for Trinity. I help with planning events and help to advise the administration on alumni activities; start date 06/2026; 1 hour per month; 0 hours per month during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-03
  • S66 Uniform Combined State Law Examination
    2020-01-03
Other Names
  • Bobby Clements

View on SEC IAPD

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