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2011 Lake Point Way Suite 001, Louisville, KY 40223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-07 |
| KY | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2022-05-23 |
Branch Locations
2011 Lake Point Way Suite 001, Louisville, KY 40223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Castellan Group, Llc | Louisville | KY | 10/2019 | Present |
| Roundtower Technologies | Cincinnati | OH | 01/2018 | 10/2019 |
| Conquest Technologies | Cincinnati | OH | 11/2014 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-23 |
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