Lindsey Miles

Current Employers

Employment History

• 05/2013 → 06/2019
  Allstate Insurance Company
  Louisville, KY
• 08/2019 → Present
  American Commercial Barge Line
  Jeffersonville, IN
• 01/2022 → Present
  Kestra Investment Services, Llc
  Louisville, KY
• 04/2022 → Present
  Kestra Advisory Services, Llc
  Louisville, KY

Other Businesses

I am currently employed as a Paralegal with American Commercial Barge Line. It is not investment related. Business Name: WATKINS UNITED METHODIST CHURCH POSITION: Co-Chair of the Finance Committee NATURE: religious institution INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2019 ADDRESS: 9800 WESTPORT RD, Louisville KY 40241, United States DESCRIPTION: I monitor the financials and help prepare the following years budget. Business Name: HELM, CREZNIC & WILHOIT INC. POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 01/10/2022 ADDRESS: 4965 US Hwy 42, STE 1000, Louisville KY 40222, United States DESCRIPTION: Selling life and health insurance policies to clients. Business Name:WATKINS UNITED METHODIST CHURCH POSITION: Member NOB: Board position (Board of Directors, Board of Trustees, etc.) INV REL: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2024 ADDRESS: 9800 WESTPORT RD, Louisville KY 40241 DESC: Our team collectively reviews the finances, contracts, repairs, staff and overall business of the Church. Business Name: KESTRA ADVISORY SERVICES POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2022 ADDRESS: 5707 Southwest Parkway, Bldg. 2, Ste. 400, Austin TX 78735 DESCRIPTION: Financial Advisor with Kestra Advisory Services

Exams

• S66 Uniform Combined State Law Examination
  2022-04-01

Other Names

• Lindsey Nichols