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319 Cedar St. Suite 201, Lexington, KY 40508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-09-19 |
Branch Locations
319 Cedar St. Suite 201, Lexington, KY 40508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Financial Partners Llc | Lexington | KY | 01/2024 | Present |
| Peterson Law Office | Lexington | KY | 06/2023 | 12/2023 |
| Lexington Country Club | Lexington | KY | 08/2022 | Present |
| Owensboro Country Club | Owensboro | KY | 05/2022 | 08/2022 |
| Unifirst | Owensboro | KY | 05/2021 | 08/2021 |
| Nations Medicine | Owensboro | KY | 06/2018 | 08/2020 |
| Student | Owensboro | KY | 01/2015 | 05/2021 |
| University Of Kentucky | Lexington | KY | 08/2021 | 05/2025 |
1) Lexington Country Club; Not investment-related; 2550 Paris Pike, Lexington, KY 40511; Country Club; Caddy; Caddy for country club members, maintain golf facilities, and tend to members' needs; 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-19 |
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