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Louisville, KY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Army Corps Of Engineers | Louisville | KY | 08/2007 | Present |
| Wrightpoint Wealth Llc | Louisville | KY | 05/2025 | Present |
Name of the other business: United States Army Corps of Engineers Is this business investment-related? No. Address: 4803 Olympia Park Plaza, Louisville, KY 40241 Nature of the other business: Federal Government Engineering and Public Works Your position/title: Risk Assessment Advisor and Senior Review Manager Start date of relationship: 08/2007 Approximate number of hours per month you devote to the other business: 160 hours Approximate number of hours you devote to the other business during securities trading hours: 160 Briefly describe your duties: Lead risk assessments, develop review strategies for engineering projects, and manage project teams.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-23 |
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