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2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2010-07-16 |
Branch Locations
1 S 450 Summit Ave Suite 130, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Client Services Llc | Louisville | KY | 07/2010 | Present |
1) LIFE AND HEALTH INSURANCE SALES THROUGH VARIOUS CARRIERS. NUMBER OF HOURS PER MONTH: VARIES. 2) SPIRITO, 900 JORIE BLVD, SUITE 102, OAKBROOK, IL 60523. BOARD PRESIDENT, CHORAL ORGANIZATION, 501(C)3. FIVE HRS PER MONTH, 0 DURING TRADING HRS. 3) Aetna, not investment related, 151 Farmington Ave Harford CT 06156,Health & Dental Insurance., Agent/Broker-sell health & Dental Insurance, Start 12-9-15, 2hrs month, 2 hrs during trading hours. 4) POA for father in law. LaJolla, CA. Serve as POA on accounts. 3 hours per month, 1 during trading hours. Start 012025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-10 |
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