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Owensboro, KY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-09 |
| KY | RA | APPROVED | 2017-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Oak Ridge Financial Services Group, Inc. | Golden Valley | MN | 10/2011 | 12/2016 |
| The Oak Ridge Financial Services Group, Inc. | Golden Valley | MN | 04/2016 | 12/2016 |
| Greenwell Capital Management, Llc | Owensboro | KY | 01/2017 | Present |
Brian Greenwell insurance agent-509 Griffith Ave., Owensboro, KY 42301-licensed insurance agent since 03/2006-selling life insurance and annuities-investment related-15 hrs/mo Greenwell Chisholm Printing Co. - 420 E. Parrish Ave., Owensboro, KY 42303 - part time help since 8/2017 - not investment related - commercial printing business - 40 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-11 |
| S66 | Uniform Combined State Law Examination | 2005-12-15 |
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