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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Trust Wealth | Lexington | KY | 10/2019 | 08/2026 |
| Bank Of The Bluegrass | Lexington | KY | 02/2019 | 06/2019 |
| University Of Kentucky | Lexington | KY | 08/2014 | 12/2018 |
| Ritholtz Wealth Management | New York | NY | 08/2026 | Present |
| Unemployed | Lexington | KY | 06/2019 | 09/2019 |
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