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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 |
|---|---|---|---|---|
| Storage Asset Management | Lexington | KY | 05/2023 | 04/2025 |
| School | London | KY | 05/2015 | 05/2025 |
| University Of Kentucky | Lexington | KY | 08/2020 | 05/2024 |
| University Of Kentucky | Lexington | KY | 08/2020 | 05/2025 |
| Joule Financial, Llc | Lexington | KY | 04/2025 | 06/2026 |
| Kestra Financial Inc. | Lexington | KY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-12 |
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