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400 East Vine St Suite 400, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-11-04 |
Branch Locations
400 East Vine St Suite 400, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kaplan, Inc. | Lexington | KY | 06/2015 | 10/2025 |
| Ballast, Inc. | Lexington | KY | 11/2025 | Present |
I am part-owner of an LLC, with my brother, on a property in Ohio. I am President of the LLC. I do not earn income off this property. Less than 5% of my time is devoted to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-04 |
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