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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-11-13 |
Branch Locations
401 W Main Street Suite 101, Louisville, KY 40202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janus Management Holdings Corp | Denver | CO | 05/2015 | 02/2022 |
| Janus Distributors Llc | Denver | CO | 05/2015 | 02/2022 |
| Private Client Services | Louisville | KY | 02/2022 | 03/2024 |
| Wells Fargo Clearing Services, Llc | Louisville | KY | 03/2024 | 10/2025 |
| Truist Investment Services,Inc | Louisville | KY | 10/2025 | Present |
| Truist Advisory Services, Inc | Louisville | KY | 10/2025 | Present |
BOHNERT PICKLEBALL LLC; INV RELATED; LOUISVILLE, KY; 100% OWNERSHIP; START 04/18/2024; 9 HOURS PER MONTH; 0 HOURS DURING TRADING; FOR COMPENSATION THROUGH PICKLEBALL TOURNAMENTS AND FOR LOUISVILLE PICKLEBALL LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-11 |
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