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633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-23 |
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