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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2020-02-03 |
Branch Locations
2344 Elkhorn Rd Suite 175, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Lexington | KY | 01/2015 | 02/2020 |
| Charles Schwab & Co., Inc. | Lexington | KY | 02/2020 | Present |
1) Baptist Health Foundation Lexington | Investment Related:No|1800 Nicholasville Road|Lexington|KY|40503|USA|Healthcare Services|Board Member|1/6/2023|Less than 20|0|Initial responsibilities will be to learn more about how the Baptist Health Foundation interacts within the community to promote improving the health of all served by the Baptist Health network of providers., 2) Taylor Hamburg LLC | Investment Related:No|Financial Services|Manager|2/5/2020|Less than 20|2|Entity established exclusively in connection with the rep's independent broker relationship with the firm for liability, protection and tax purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-28 |
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