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111 Congressional Blvd., Suite 100, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-07-18 |
Branch Locations
9600 Brownsboro Rd Suite 300, Louisville, KY 40241 • United States
111 Congressional Blvd., Suite 100, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stegner Investment Associates, Inc. | Louisville | KY | 05/2017 | 05/2021 |
| Murray State University | Murray | KY | 08/2015 | 05/2017 |
| At Home Mother | Louisville | KY | 05/2021 | 08/2021 |
| Argi Investment Services, Llc | Louisville | KY | 08/2021 | 04/2023 |
| Cerity Partners | Louisville | KY | 04/2023 | 06/2025 |
| Cerity Partners | Louisville | KY | 08/2021 | 05/2025 |
| Shepherd Financial Investment Advisory Llc | Louisville | KY | 06/2025 | Present |
Friends of the Zoo Board, Non Inv Related, Volunteer for Zoo events, 1-5 hours per month Ballantine Baby, Owner creating hand-made children's toys, 1-5 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-13 |
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