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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-01-03 |
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 |
|---|---|---|---|---|
| First State Bank | Bowling Green | KY | 06/2018 | 08/2019 |
| University Of Kentucky | Lexington | KY | 08/2019 | 09/2021 |
| Liberty Federal Credit Union | Louisville | KY | 01/2022 | 10/2023 |
| Cerity Partners Llc | Louisville | KY | 10/2023 | Present |
| Full-Time Education | Richmond | KY | 07/2014 | 05/2018 |
| Full-Time Education | Bowling Green | KY | 06/2018 | 08/2019 |
| Unemployed | Richmond | KY | 10/2021 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-03 |
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