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3700 Brownsboro Road, Louisville, KY 40207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-04-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Louisville | KY | 06/2000 | 04/2023 |
| Bank Of America, N.A. | Louisville | KY | 12/2009 | 04/2023 |
| Barlow Wealth Partners, Llc | Louisville | KY | 04/2023 | Present |
I*39892 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WEST END SCHOOL INVESTMENT RELATED: N ADDRESS OF BUSINESS: LOUISVILLE, KENTUCKY 40211 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 2/24/2011 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 16 DUTIES: BOARDING SCHOOL FOR MIDDLE SCHOOL INNER CITY AFRICAN AMERICAN BOYS. I AM A BOARD MEMBER AND CHM OF FINANCE COMMITTE. 2) FOR PROFIT OR NOT FOR PROFIT: NA NAME OF OUTSIDE BUSINESS ORGANIZATION : CHARLES T BARLOW, SR TRUST UW INVESTMENT RELATED: NA ADDRESS OF BUSINESS: 509 COUNTRY LANE LOUISVILLE, KENTUCKY 40207 NATURE OF BUSINESS INVESTMENT ADVICE POSITION, TITLE, ASSOCIATION: TRUSTEE START DATE OF RELATIONSHIP:01/01/2006 NUMBER OF HOURS DEVOTED PER MONTH: 1-10 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 DUTIES: FATHER'S TRUST
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1981-09-08 |
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