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Louisville, KY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Market Cycle Investments Llc | Louisville | KY | 10/2022 | Present |
| Retired | Louisville | KY | 11/2019 | 10/2022 |
| Alltrade Property Management | Louisville | KY | 09/2015 | 11/2019 |
| Dahlem-Hollenbach Ventures L.L.C. | Louisville | KY | 10/2021 | Present |
I am the co-founder, 50% owner/member, and co-manager of Dahlem-Hollenbach Ventures L.L.C. ("DHV"). DHV is an investment related business that invests in real estate opportunities. DHV does not have any client investors at present. DHV was formed on October 15, 2021, which was also my start date with the business, and its current address is 410 Jarvis Lane, Louisville, KY 40207. I spend approximately 8 hours per month on the business of DHV, during securities trading hours, which equates to approximately 5% of my time. My duties with DHV consist of performing general management duties on behalf of the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-15 |
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