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2704 Old Rosebud Road Suite 160, Lexington, KY 40509 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2021-07-21 |
Branch Locations
2704 Old Rosebud Road Suite 160, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2017 | 10/2019 |
| Commonwealth Of Kentucky | Frankfort | KY | 02/2016 | 02/2017 |
| Aflac | Lexington | KY | 03/2017 | 10/2017 |
| Commonwealth Schools Of Insurance | Louisville | KY | 02/2017 | 09/2017 |
| Thrivent Investment Management Inc | Lexington | KY | 12/2019 | 06/2021 |
| Thrivent Financial | Appleton | WI | 01/2020 | 03/2020 |
| Thrivent Financial | Appleton | WI | 03/2020 | 06/2021 |
| Family Wealth Group, Llc | Lexington | KY | 06/2021 | Present |
| Fwg Investments, Llc | Lexington | KY | 06/2021 | Present |
KENTUCKY HOUS DISTRICT 39 POSITION: Elected State Representative ADDRESS: 700 Capital Ave, Frankfort KY 40601, United States INVESTMENT RELATED: No NATURE: Elected Official START DATE: 01/04/2021 NUMBER OF HOURS: 80 NO. OF HOURS DURING SECURITIES TRADING HOURS: 40 DESCRIPTION: Represent people in the 39th District by introducing and voting on bills in the KY General Assembly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-13 |
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