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5700 W. 112Th Street, Suite 120, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2021-09-22 |
Branch Locations
3832 Taylorsville Road Suite 1, Louisville, KY 40220 • United States
5700 W. 112Th Street, Suite 120, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.J.B. Hilliard, W.L. Lyons, Inc. | Louisville | KY | 04/1999 | 06/2018 |
| Lpl Financial Llc | Louisville | KY | 06/2019 | Present |
| Unemployed | Louisville | KY | 07/2018 | 05/2019 |
| Pcg Wealth Advisors (Dba Limestone Wealth Management) | Louisville | KY | 09/2021 | Present |
1)12/03/2019 - Four Kids Properties - Real Estate Rental - Co-Owner - inv rel - Louisville, KY - start: 02/2001 - 4 hr/mth 2)12/03/2019 - Real Estate Rental - Owner - 2 loccations, Louisville, KY - 8 hr/mth 3)12/03/2019 - Act in a Fiduciary Capacity - Trustee - inv rel - Louisville, KY - start: 02/2001 - 1 hr/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-28 |
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