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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-06-28 |
Branch Locations
Bowling Green, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Investment Services | Louisville | KY | 07/2015 | 12/2019 |
| Kentucky Air National Guard | Louisville | KY | 01/2007 | 12/2018 |
| Global Retirement Partners, Llc | San Rafael | CA | 12/2019 | 06/2024 |
| Wellth Advisory Services, Llc | Shorewood | IL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-19 |
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