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2020 High Wickham Place Suite 200, Louisville, KY 40245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-08-04 |
Branch Locations
2020 High Wickham Place Suite 200, Louisville, KY 40245 • United States
2020 High Wickham Place Suite 200, Louisville, KY 40245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-10-28 |
Branch Locations
2020 High Wickham Place Suite 200, Louisville, KY 40245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guidance Capital, Inc. | Louisville | KY | 10/2022 | Present |
| Money Concepts Advisory Service | Louisville | KY | 05/2022 | 10/2022 |
| Western Kentucky University | Bowling Green | KY | 09/2018 | 05/2022 |
| Student | Oakland | KY | 09/2011 | 09/2018 |
| Walmart | Bowling Green | KY | 10/2018 | 09/2021 |
| Applied Capital | Nashville | TN | 01/2021 | 04/2021 |
| Argi | Louisville | KY | 05/2021 | 07/2021 |
| Clayton And Crume | Columbus | OH | 12/2021 | 12/2021 |
| Rafferty's | Bowling Green | KY | 01/2022 | 03/2022 |
| Private Client Services, Llc | Lousiville | KY | 04/2024 | Present |
| Dmlo Wealth Planning, Llc | Louisville | KY | 01/2026 | Present |
Licensed insurance professional; non-investment-related; same address; less than 10% of time. Rental Property,12/2024 to Present; Louisville, KY; Non investment related; Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-02 |
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