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5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-06-24 |
| TX | RA | APPROVED | 2026-06-24 |
Branch Locations
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
998 Governors Ln Suite 325, Lexington, KY 40513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joule Financial | Lexington | KY | 05/2023 | 06/2026 |
| Radwan, Brown, & Company | Lexington | KY | 01/2021 | 04/2023 |
| Chick-Fil-A | Lexington | KY | 05/2014 | 01/2021 |
| Student | Nicholasville/Wilmore | KY | 08/2004 | 05/2020 |
| Kestra Financial Inc. | Lexington | KY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-14 |
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