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50 E. Rivercenter Blvd Suite 301, Covington, KY 41011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-08-28 |
| TX | RA | APPROVED | 2019-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Journey Advisory Group, Llc | Cold Spring | KY | 08/2013 | Present |
Lang Properties, LLC, Property Management (investment-related by definition), 15 W 5th Street, Covington, KY, Manager & Member, Start date 2/11/2015, devote approximately 15 hours per month total (mostly during business hours), oversee the property management; Channel Islands Partners, Commercial Property Management (investment-related by definition), 58 N Ash Street, Ventura, CA, 93001, Manager, Start Date 12/21/2017, devote 1-5 hours per month (including during business hours); Pennington Financial Group, SEC Registered Investment Adviser (investment-related), 11246 Gold Express Drive, Suite 102, Gold River, CA 95670-4425, Start Date 02/11/2015, Manager, CEO, CCO, devote more than 40 hours per month, mostly during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-28 |
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