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8311 Shelbyville Road, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-04-17 |
| TX | RA | APPROVED | 2024-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Bank | Hurstbourne | KY | 04/2014 | 03/2018 |
| Us Bank | Hurstbourne | KY | 03/2018 | 10/2018 |
| U.S. Bancorp Investments, Inc. | Hurstbourne | KY | 03/2018 | 10/2018 |
| Jefferson National Financial Corp | Louisville | KY | 10/2018 | 01/2019 |
| Jefferson National Securities Corporation | Louisville | KY | 10/2018 | 01/2019 |
| Nationwide Investment Services Corporation | Louisville | KY | 01/2019 | 09/2021 |
| J. Hagan Capital | Louisville | KY | 01/2024 | Present |
| Jurs Montgomergy Brokerage | Pittsford | NY | 09/2021 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-07 |
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