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2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2001-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Client Services Llc | Louisville | KY | 11/2001 | Present |
| Private Client Services Llc | Louisville | KY | 05/2010 | Present |
1) LICENSED WITH VARIOUS INSURANCE CARRIERS FOR THE SALE OF NON-SECURITIES BASED INSURANCE PRODUCTS 2) LOUISVILLE SWIM ASSOCIATION LSA- ADMIN FOR 19 NEIGHBORHOOD SWIM TEAMS. 15014 GLENDOWER DR, LOUISVILLE, KY 40245. OFFICIALS CHAIR-CHAMPIONSHIP MEET REFEREE/BOARD MEMBER. MAY -9 HOURS/MO; JUNE 20 HOURS/MO, JULY - 20 HOURS/MO; 0 DURING TRADING HOURS. 3)TRUSTEE, FAMILY-RELATED TRUST, 3 HRS/MONTH, 0 DURING TRADING HRS. 4) DML Group LLC, 15014 Glendower Drive, Louisville, KY. Sole owner and manager, DBA. 5) REPRESENTATIVE PAYEE WITH SOCIAL SECURITY FOR A FAMILY MEMBER. A PAYEE'S MAIN DUTIES ARE TO USE THE BENEFITS TO PAY FOR THE CURRENT AND FUTURE NEEDS OF THE BENEFICIARY, AND MAKE AN ANNUAL REPORT TO SS. 2 HOURS/MO; 0 DURING TRADING HRS. 6) EVERGREEN STRATEGIC WEALTH. 2225 LEXINGTON ROAD, LOUISVILLE, KY 40206. IAR/RR DOING BUSINESS AS EVERGREEN STRATEGIC WEALTH. MARKETING NAME FOR OUR FINANCIAL ADVISORY BUSINESS. IAR/RR-PARTNER OF EVERGREEN STRATEGIC WEALTH. 160 HRS/MO; 160 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-04-23 |
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