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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-30 |
| KY | RA | APPROVED | 2026-04-30 |
Branch Locations
4803 Olympia Park Plaza 4Th Floor Suite 4000, Louisville, KY 40241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Harvest | Owensboro | KY | 01/2017 | 01/2018 |
| Green River Area Development District | Owensboro | KY | 05/2023 | 08/2023 |
| Austin Peay State University | Clarksville | TN | 06/2020 | 05/2024 |
| Unemployed | Owensboro | KY | 01/2018 | 12/2018 |
| Niko'S Bakery | Owensboro | KY | 01/2019 | 06/2020 |
| Fidelity Investments | Covington | KY | 03/2025 | 03/2026 |
| Family Excellence Group | Owensboro | KY | 05/2023 | 03/2025 |
| Unemployed | Owensboro | KY | 03/2015 | 01/2017 |
| Robert W. Baird & Co. Incorporated | Louisville | KY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-04 |
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