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2020 High Wickham Place Suite 200, Louisville, KY 40245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-02-03 |
Branch Locations
2020 High Wickham Place Suite 200, Louisville, KY 40245 • United States
2020 High Wickham Place Suite 200, Louisville, KY 40245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-02-03 |
Branch Locations
2020 High Wickham Place Suite 200, Louisville, KY 40245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Humana, Inc. | Louisville | KY | 09/2014 | 04/2019 |
| Conviva Care Solutions, Llc | Louisville | KY | 04/2019 | 12/2020 |
| Conviva Care Solutions, Llc | Louisville | KY | 12/2020 | 09/2023 |
| Conviva Care Solutions, Llc | Louisville | KY | 09/2023 | 12/2024 |
| Dynamic Market Advantage, Llc | Louisville | KY | 01/2025 | Present |
| Guidance Capital, Inc. | Louisville | KY | 01/2025 | Present |
Stubbs, & Co., PLLC; Not investment-related; 307 Winton Avenue Louisville, KY 40206; Currently an open CPA Firm licensed through the State Board of Accountancy in Kentucky, however the business currently doesn't have any activity; Managing Member; 0 hours/month; 0/hours during securities trading hours; Owner, inactive.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-03 |
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