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2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2010-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Client Services Llc | Louisville | KY | 03/2010 | Present |
1) KFG - INSURANCE SALES: HEALTH, LIFE, DISABILITY AGENT. START DATE 5/24/2010, 80 HOURS PER MONTH; 70 DURING TRADING HOURS, ANNUAL INCOME 12,000. 2) LOVE CITY. 344 NORTH 26 ST, LOUISVILLE, KY 40212. CHRISTIAN COMMUNITY OUTREACH PROGRAM. BOARD MEMBER. 3) LOVE CITY SUB COMMITTEE. 344 NORTH 26 ST, LOUISVILLE, KY 40212. SUB COMMITTEE OF FINANCE AND AWARENESS (FUNDRAISING). THESE POSITIONS IN THE SUB COMMITTEE ARE OF AN ADVISORY ROLE IN REGARD TO FUNDRAISING AND REVIEWING FINANCIALS. THERE WILL BE NO FUNDRAISING WITH ANY CLIENTS. MY ROLES WILL INVOLVE REVIEWING THE FINANCIALS, ASKING QUESTIONS, PROPOSING IDEAS, OFFERING ADVICE IN AREAS OF FINANCE AND FUNDRAISING. HOURS PER MONTH: 6, HOURS DURING TRADING HOURS: 6. START DATE: 01/19/2022 4) Legacy Freedom Planning, LLC; investment-related; 2225 Lexington Road, Louisville, KY 40206; LLC to track and pay business expenses; owner; start date: 01/2026; number of hours per month: 5; number of hours per month during trading hours; 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-10 |
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