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500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-08-19 |
Branch Locations
500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2023 | 07/2025 |
| Walmart Inc | Bardstown | KY | 01/2023 | 05/2023 |
| Farmers Insurance | Tampa | FL | 01/2021 | 06/2022 |
| Churchill Downs Inc. | Louisville | KY | 09/2016 | 01/2021 |
| Unemployed | Tampa | FL | 06/2022 | 01/2023 |
| New York Racing Association | Jamaica | NY | 07/2016 | 09/2016 |
| Best Buy | Louisville | KY | 05/2015 | 01/2017 |
| New York Racing Association | Jamaica | NY | 07/2017 | 09/2017 |
| Strategic Wealth Designers | Louisville | KY | 07/2025 | Present |
DeSales High School; Non-investment related; 425 W Kenwood Dr. Louisville, KY 40214; Education; Teacher; 01/2026; 20 hour per month; 0 hours during securities trading hours; Teaching class around retirement, only educational and does not offer any specific investment advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-06 |
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