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2201 Regency Road Suite 504, Lexington, KY 40503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-07 |
| KY | RA | APPROVED | 2026-01-07 |
Branch Locations
St Pete Beach, FL • United States
2201 Regency Road Suite 504, Lexington, KY 40503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deloitte | Columbus | OH | 11/2015 | 11/2016 |
| Jp Morgan Securities Llc | Westerville | OH | 01/2017 | 04/2017 |
| Equity Advisors Of Kentucky | Waddy | KY | 05/2018 | Present |
| Cpa Advisory Group | Westerville | OH | 05/2017 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-28 |
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