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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-09-06 |
Branch Locations
500 West Jefferson St., Louisville, KY 40202 • United States
Louisville, KY • United States
4803 Olympia Park Plaza 4Th Floor Suite 4000, Louisville, KY 40241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcm Cpas And Advisors Llp | Louisville | KY | 07/2019 | 10/2021 |
| Mcm Cpas And Advisors Llp | Louisville | KY | 10/2021 | 07/2022 |
| Education | Louisville | KY | 07/2012 | 07/2019 |
| Baird Trust Llc | Louisville | KY | 07/2022 | Present |
| Mcm Cpas And Advisors Llp | Louisville | KY | 05/2017 | 08/2017 |
| Western Kentucky University | Bowling Green | KY | 07/2018 | 05/2019 |
| Western Kentucky University | Bowling Green | KY | 09/2016 | 05/2018 |
| Castle Investment Group Llc | Louisville | KY | 06/2020 | Present |
| Castle Capital Llc | Louisville | KY | 06/2020 | Present |
I am a member of two LLCs which own rental property in the City of Louisville. 1) Castle Investment Group LLC (2 member LLC) Business is investment related, we own two rental properties in Louisville Address: 6711 Bedford Ln, Louisville KY 40222 (my home address) Nature: Rental Properties Position/Title: Member/Owner Start: June 2020 Hours: Minimal (less than 5 hrs a month), we have a property manager. Hours during trading hours: None Duties: I keep the books for the company (receive rent coming in from property manager and paying expenses to the property manager who contracts any repairs). No day-to-day involvement 2) Castle Capital LLC. (I am sole member of this LLC) Business is investment related, own one rental property in Louisville Address: 6711 Bedford Ln, Louisville KY 40222 (my home address) Nature: Rental Properties Position/Title: Member/Owner Start: June 2020 Hours: Minimal (less than 5 hrs a month), I have a property manager. Hours during trading hours: None Duties: I keep the books for the company (receive rent coming in from property manager and paying expenses to the property manager who contracts any repairs). No day-to-day involvement
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-06 |
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