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607 North Shore Drive Suite 101, Jeffersonville, IN 47130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-01-02 |
Branch Locations
607 North Shore Drive Suite 101, Jeffersonville, IN 47130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hilliard Lyons | Louisville | KY | 12/2013 | 12/2018 |
| Oxinas Partners, Llc D/B/A Oxinas Partners Wealth Management | Jeffersonville | IN | 12/2018 | Present |
(1) EliG Holdings LLC; Not Investment-Related; Jeffersonville, IN; Rental property holdings run by the property management company; Owner; 2/2018; 2 hrs/month with 2 hrs during trading hrs. (2) Hildegard House; Not Investment-Related; Louisville, KY; Charitable Organization; Volunteer position with the duties of managing their investments and attending finance committee meetings; 8/2015; 3 hrs/month, not during trading hours. (3) Licensed Insurance Agent; Not Investment-Related; Jeffersonville, IN; Insurance sales; Insurance Agent; 03/2014; Five hours per month, all of which are during securities trading hours; Implementations of insurance recommendations. (4) Green Capital, LLC; Not Investment-Related; Jeffersonville, IN; Consulting and Bookkeeping firm; Owner and Consultant; 12/2018; Two hours per month which are not during securities trading hours; Bookkeeping and consulting services. (5) Looking Ahead Partners, LLC; Not Investment-Related; Columbus, IN; Invention Company; Owner; 08/2025; One hour per month which are not during securities trading hours; Owner helping with design and licensing. (6) VINE GOLF, LLC; Not Investment-Related; Jeffersonville, IN; Golf clothing and accessories; Owner; 12/2018; Six hours per month, which are not during securities trading hours; General oversight.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-01 |
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