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5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-06-24 |
Branch Locations
998 Governors Ln Suite 325, Lexington, KY 40513 • United States
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joule Financial | Lexington | KY | 05/2024 | 06/2026 |
| Emb Mortgage Group | Lexington | KY | 02/2019 | 12/2024 |
| Bluestone Title | Lexington | KY | 04/2017 | 02/2019 |
| Self-Employed | Lexington | KY | 03/2016 | 08/2017 |
| Kestra Financial Inc. | Lexington | KY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-21 |
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