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300 West Vine Street Suite 2201, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-12-10 |
Branch Locations
300 West Vine Street Suite 2201, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lexington | KY | 10/2023 | 08/2024 |
| City National Bank Of West Virginia | Lexington | KY | 11/2021 | 10/2023 |
| Paragon Private Wealth Management, Llc | Lexington | KY | 06/2023 | 09/2023 |
| University Of Kentucky | Lexington | KY | 01/2021 | 05/2023 |
| Bluegrass Community And Technical College | Lexington | KY | 08/2016 | 12/2020 |
| B And L Delivery Llc | Lexington | KY | 02/2021 | 09/2021 |
| The Recovery Center | Frankfort | KY | 06/2019 | 10/2020 |
| Cabela's | Lexington | KY | 09/2019 | 12/2019 |
| Dick's Sporting Goods | Lexington | KY | 03/2019 | 09/2019 |
| Inside Out Design | Frankfort | KY | 03/2017 | 06/2018 |
| Roman Catholic Diocese Of Lexington | Lexington | KY | 02/2020 | Present |
| Raymond James & Associates, Inc. | Lexington | KY | 08/2024 | 12/2024 |
| Paragon Private Wealth Management, Llc | Lexington | KY | 12/2024 | Present |
I'm a basketball coach at Lexington Catholic High School. My start date is 02/2020 - Present. I am employed through the Roman Catholic Diocese of Lexington. I do not take part in any investment related activity, nor do I hold any type of control position with this employer. I work 0 hours a month during trading times and roughly 40-50 hours a month outside of trading hours. The address of the Roman Catholic Diocese of Lexington is 1310 W Main St, Lexington, KY 40508. Lexington Catholic High School address is 2250 Clays Mill Rd, Lexington, KY 40503.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-22 |
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