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101 W. Spring Street 5Th Floor, New Albany, IN 47150 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-30 |
Branch Locations
101 W. Spring Street 5Th Floor, New Albany, IN 47150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axiom Financial Strategies Group Llc | New Albany | IN | 11/2021 | Present |
| Brown Wood Preserving Company | Louisville | KY | 06/2021 | 10/2021 |
| New Directions Housing Corporation | Louisville | KY | 03/2019 | 05/2021 |
| Senior Tax Manager, Rodefer Moss & Company | New Albany | IN | 09/2015 | 02/2019 |
1) Licensed insurance agent; Not investment-related; Greenville, IN 47124; Insurance sales; Implementation of insurance recommendations; 16 hours per month, 0 during trading hours. 1) LMD Consulting; Non-investment related; 8595 Voyles Road Greenville IN, 47124; Tax Preparation and Consulting Services; Owner; 04/01/2017; 30 hours per month; 10 during trading hours; Tax return preparation and filing, managing accounts payable and collecting accounts receivable.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-29 |
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