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333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-01-05 |
| KY | RA | APPROVED | 2017-01-05 |
| OH | RA | APPROVED | 2017-01-05 |
Branch Locations
333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lion Street Financial Llc | Austin | TX | 06/2014 | 02/2017 |
| Mcf Advisors Llc | Covington | KY | 09/2013 | Present |
1. MIDWEST BENEFITS CONSULTING GROUP LLC / INVESTMENT-RELATED: YES / 2101 FLORENCE AVE, CINCINNATI, OH 45206 / NATURE OF BUSINESS: INSURANCE / TITLE: PRESIDENT / START DATE: 9/9/2013 / HOURS PER MONTH: <5 / HOURS PER MONTH DURING SECURITIES TRADING HOURS: <5 / DUTIES: SERVICING INFORCE LIFE, DISABILITY, & LTC INSURANCE POLICIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-14 |
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