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Account
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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-09-07 |
Branch Locations
1795 Alysheba Way Suite 4104, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 02/2007 | 08/2017 |
| Edward Jones | St Louis | MO | 07/2024 | Present |
| Community Trust Bank | Lexington | KY | 08/2022 | 06/2024 |
| American Trust (Formerly Dba Unified Trust) | Lexington | KY | 08/2017 | 05/2021 |
| Central Bank | Lexington | KY | 05/2021 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-06 |
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