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Bowling Green, KY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-06-10 |
| TX | RA | APPROVED_RES | 2024-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lord | Bowling Green | KY | 04/2004 | 12/2021 |
| Dollars & Sense Financial Fitness Llc | Bowling Green | KY | 05/2023 | Present |
| Retired | Bowling Green | KY | 01/2022 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-05 |
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