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909 Lily Creek Road #101, Louisville, KY 40243-2808 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-04-19 |
Branch Locations
909 Lily Creek Road #101, Louisville, KY 40243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alexander Investment Services Co. | Louisville | KY | 03/1983 | Present |
ALEXA ENTERPRISES owns and operates a Papa John's Pizza franchise. Not securities-related. Shareholder & Director. No significant amount of time regularly devoted to this activity. CITIZENS FINANCIAL CORP is a holding company that offers health insurance through a subsidiary company (CITIZENS SECURITY LIFE INSURANCE COMPANY). Not securities-related. Director. Time commitment is about 8 hours per month during Trading Hours. MIDLAND TRAIL GOLF CLUB is a privately owned 18-hole golf course open both to members and the general public. Not securities-related. Shareholder and Director. No significant amount of time regularly devoted to this activity. CROYDON VENTURES, MILLENNIUM CAPITAL, and WMW HOLDINGS are all limited liability partnerships engaged in real estate development and property rental. None are securities-related. Partner in all three ventures. WILLIAMSBURG PLACE, LLC owned and operated a single commercial office building that was sold in 2022. Not securities-related. LYNDON CENTER, LLC owned a retail shopping center property that was sold in April 2023. Not securities-related. ROY'S BOYS, LLC is a real estate investment company that owns a single commercial office building. Not securities-related. Property Manager. INDEPENDENCE VILLAGE, LLC is a high-density residential housing development (apartment complex) with approximately 90 units. Not securities-related. Minority Shareholder. Total time commitment for all real estate related activities is about 60 hours per month, mostly during Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-04-07 |
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