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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-07-06 |
Branch Locations
2201 High Wickham Place, Louisville, KY 40245 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cerity Partners Llc | Louisville | KY | 01/2023 | Present |
| Argi Investment Service Llc | Louisville | KY | 08/2021 | 01/2023 |
| Farris Cpa's | Louisville | KY | 12/2019 | 08/2021 |
| Hamilton, Thomas & Company | Louisville | KY | 05/2011 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-30 |
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