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Delray Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Louisville | KY | 09/2019 | 06/2021 |
| Fifth Third Bank | Louisville | KY | 04/2018 | 08/2019 |
| Pet First | Jeffersonville | IN | 01/2018 | 04/2018 |
| J&L Marketing | Louisville | KY | 03/2017 | 07/2017 |
| Sales Partnership, Inc | Louisville | KY | 04/2016 | 12/2016 |
| Bank Of America, N.A. | Louisville | KY | 10/2019 | 06/2021 |
| Fidelity Investments | Covington | KY | 06/2021 | 06/2023 |
| Thrivent Investment Management Inc. | Louisville | KY | 05/2023 | 10/2023 |
| Thrivent Financial | Appleton | WI | 06/2023 | 10/2023 |
| Core Planning | St. Louis | MO | 02/2024 | 05/2025 |
| Jimmy Ray Financial | Louisville | KY | 01/2017 | Present |
| Equitable Advisors, Llc | New York | NY | 06/2025 | 09/2025 |
1) Independent Agent, Various Outside Fixed Insurance Appointments; 10-15hrs/wk
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-03 |
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