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Current Employers
Kinetic Investment Management, Inc.

633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-01-27
  • KY RA
    APPROVED
    Since 2026-01-27

Branch Locations

843 Fairview Ave, Bowling Green, KY 42101 • United States

633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Louisville Louisville KY 01/2016 07/2021
Pittsburgh Pirates Pittsburgh PA 08/2021 07/2025
Biggs Financial Services Bowling Green KY 07/2025 Present
Kinetic Investment Management, Inc. Bowling Green KY 01/2026 Present
  • 01/2016 → 07/2021
    University Of Louisville
    Louisville, KY
  • 08/2021 → 07/2025
    Pittsburgh Pirates
    Pittsburgh, PA
  • 07/2025 → Present
    Biggs Financial Services
    Bowling Green, KY
  • 01/2026 → Present
    Bowling Green, KY
Other Businesses

Preparing and filing tax returns to the IRS for individuals. I receive a commission based on each return that I prepare. Producer, Investment related: YES, 843 Fairview Ave, Bowling Green KY 42101: Life and Health Insurance Agent; 2025-08-21; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0. Percentage of total yearly compensations expected to be derived from the business: 0.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-23
  • S65 Uniform Investment Adviser Law Examination
    2025-12-23

View on SEC IAPD

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