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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-08 |
| KY | RA | APPROVED | 2020-10-30 |
Branch Locations
4969 Us Highway 42 Suite 1200, Louisville, KY 40222 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated | Louisville | KY | 07/2011 | 03/2017 |
| Stegner Investment Associates, Inc | Louisville | KY | 03/2017 | 11/2017 |
| None | Louisville | KY | 12/2017 | 02/2018 |
| Lpl Financial Llc | Louisville | KY | 02/2018 | 10/2019 |
| Ifp Securities, Llc | Tampa | FL | 10/2019 | 10/2020 |
| Independent Financial Partners | Tampa | FL | 10/2019 | 10/2020 |
| Morgan Stanley | Louisville | KY | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-24 |
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