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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2020-12-07 |
| TX | RA | APPROVED | 2018-05-07 |
| IN | RA | APPROVED | 2018-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Evansville | IN | 01/2018 | Present |
| James Shade And Company, Cpas | Evansville | IN | 01/2014 | 04/2017 |
| Unemployed | Newburgh | IN | 04/2017 | 01/2018 |
| Bank Of America, N.A. | Evansville | IN | 03/2018 | Present |
I*128560For profit or not for profit: For-Profit OrganizationName of outside business organization: Kentucky Farm Partners, LLCInvestment related: NAddress of business: Newburgh, Indiana 47630Nature of business: LLC,Position, title, association: Other, LLC MemberStart date of relationship: 1/1/2020Number of hours devoted: 20 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Purchasing a 140 acre farm in Dixon, KY. The farm land will be held for recreation and long term appreciation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-12 |
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