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607 North Shore Drive Suite 101, Jeffersonville, IN 47130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APP_PEND_IARCE | 2026-01-01 |
| IN | RA | APPROVED | 2018-09-21 |
Branch Locations
4175 Westport Road, Suite 100, Louisville, KY 40207 • United States
607 North Shore Drive Suite 101, Jeffersonville, IN 47130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Jeffersonville | IN | 04/2013 | 08/2018 |
| Producer Insight | Chicago | IL | 07/2017 | 12/2017 |
| Oxinas Partners, Llc D/B/A Oxinas Partners Wealth Management | Lousville | KY | 08/2018 | Present |
| M. S. Howells & Co. | Scottsdale | AZ | 08/2018 | 08/2020 |
(1) 12/2013; Brian C. Coxon, LLC; Louisville, KY; Not Investment-Related; LLC Formed For Tax Purposes; Maintaining Books and Records; Devote 4 Hrs/Mo During Non-Market Hours. (2) 01/2016; Coxon Home, LLC; Louisville, KY; Not Investment-Related; Real Estate; Owner; Devote 5 Hrs/Mo During Non-Market Hours. (3) 01/2018; Oxinas Partners, LLC; Jeffersonville, IN; Investment-Related, RIA; Partner; Devote 150 Hrs/Mo, 8 Hrs/Day During Market Hours. (4) 04/2013; Brian Coxon Insurance; Louisville, KY; Not Investment-Related; Insurance Sales; Owner and Insurance Agent; Devote 5 Hrs/Month, 1 Hr/Month During Market Hours. (5) 06/2021; Coxwag LLC; Lousiville, KY; Not Investment-Related; Commerical Property Ownership; Owner/Landlord; 2 Hrs/Mo During Nonmarket Hours. (6) BEEG LLC; Investment Related: No; 2101 Indian Chute, Louisville, KY 40207; Owner of one-third of a restaurant and one-fifth of a brewery; Since 1/1/2025; It is a passive investment, minimal time spent per month. (7) Blackout Racing; Investment Related; 4047 Iron Works Parkway, Lexington, KY. 40511; Horse Racing Syndicate; Minority share holder; 03/2026; 1 hour per month; I have a micro share in a handful of horses that are picked by the syndicate leadership.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-06 |
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