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The Villages, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-12 |
| KY | RA | APPROVED | 2026-07-13 |
Branch Locations
The Villages, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Insurance Co | Lexington | KY | 06/2025 | 09/2025 |
| Triple Crown Advisors With Ameriprise Financial | Lexington | KY | 05/2024 | 08/2024 |
| Eastern Kentucky University | Richmond | KY | 05/2021 | 05/2025 |
| University Of Kentucky | Lexington | KY | 05/2025 | Present |
| Henry Clay High School | Lexington | KY | 05/2016 | 05/2021 |
| New Millennium Asset Management, Inc. | Lexington | KY | 05/2026 | Present |
| New Millennium Asset Management, Inc. | Lexington | KY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-13 |
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