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300 West Vine Street Suite 2201, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2021-04-23 |
Branch Locations
300 West Vine Street Suite 2201, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Lexington | KY | 10/2016 | 04/2021 |
| University Of Kentucky | Lexington | KY | 08/2012 | 12/2016 |
| Kate And Brandon Salsman | Lexington | KY | 01/2014 | 10/2016 |
| Paragon Private Wealth Management Llc | Lexington | KY | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-12 |
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