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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-01 |
Branch Locations
Bowling Green, KY • United States
Shorewood, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Investment Services, Llc | Louisville | KY | 01/2010 | 12/2019 |
| Global Retirement Partners, Llc | San Rafael | CA | 12/2019 | 06/2024 |
| Wellth Advisory Services, Llc | Shorewood | IL | 06/2024 | Present |
1. WESTERN KENTUCKY UNIVERSITY-NO-1 BIG RED WAY, BOWLING GREEN KY 42101-HIGHER EDUCATION, PUBLIC UNIVERSITY-ADJUNCT PROFESSOR-08/15/09-15HRS/MO-TEACHING NIGHT CLASS.- 2. ARGI INVESTMENT SERVICES,LLC-YES-1733 CAMPUS PLAZA CT BOWLING GREEN KY 42101-FINANCIAL PLANNING-FINANCIAL ADVISOR-01/10/2010-100HR/MO 100HR DRNG TRDNG-FINANCIAL PLANNING/INVESTMENT MANAGEMENT. 3. ARGI BUSINESS SERVICES LLC-Y-1914 STANLEY GAULT PARKWAY LOUISVILLE, KY 40223-BUSINESS & TAX PLANNING-MANAGER-09/01/2010-15HRS-15HRS-COORDINATING MEETINGS, PROSPECTING FOR CLIENTS & MANAGING THE RELATIONSHIPS. 4. Flexmatch. 25434 Pairiewood Lane, Shorewood, IL 60404. Student Loan Matching Program: Distributor. Start Date: January 2020. Not investment related. 1 hour per month. 1 hour during trading hours. 5. NextGen Advisors. 323 Cumberland Ridge Court, Bowling Green, KY 42103. Financial Advisory Services. Advisor/Partner. Start date: January 2020. Not investment related. 40 hours per month. 40 hours during trading hours. 6. CFP Board Ambassador. 323 Cumberland Ridge Court, Bowling Green, KY 42103. Ambassador. Respond to Media inquiries. Start date: January 2015. Investment related. 3 hours per month. 3 hours during trading hours. 7. Rent BG LLC. 323 Cumberland Ridge Court, Bowling Green, KY 42103. Rental properties. Managing Member: Bookkeeping, property management. Start date: January 2014. Not investment related. 8 hours per month. 0 hours during trading hours. 8. Your Money Line. 25434 Prairiewood Lane, Shorewood, IL. Financial Wellness Solution: Sales Person. Start date: January 2020. Not investment related. 5 hours per month. 5 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-17 |
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