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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-04-25 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
2201 High Wickham Place, Louisville, KY 40245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Financial Group | Louisville | KY | 11/2016 | 04/2023 |
| Pnc Wealth Management | Louisville | KY | 01/2012 | 11/2016 |
| Cerity Partners | Louisville | KY | 04/2023 | Present |
Estate of Marjorie Johnson, Non-Inv related, serving as attorney for wife's grandmother's estate, 6-10 hours/month KMAC, non Inv. related, Art Museum volunteer on board of directors, 6-10 hours/month Spalding University, non-Inv related, Adjunct Professor, 1-5 hours per month US Marine Hospital Foundation, Non - Inv. related, conduct and attend board meetings, 1-5 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-31 |
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