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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-02-24 |
Branch Locations
4803 Olympia Park Plaza 4Th Floor Suite 4000, Louisville, KY 40241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jcrew Factory | Simpsonville | KY | 05/2016 | 09/2022 |
| Nethery Insurance Agency | Shelbyville | KY | 09/2022 | 12/2022 |
| Unemployed | Louisville | KY | 01/2023 | 03/2023 |
| Lululemon | Louisville | KY | 03/2023 | 02/2024 |
| St. Stephen Martyr Catholic School | Louisville | KY | 08/2023 | 05/2024 |
| R.W. Baird | Louisville | KY | 01/2024 | Present |
Name/Address: St. Stephen Martyr Catholic School 2391 Pindell Avenue Louisville KY 40217 Start Date: 8/25/22 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: teaching physical education Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-21 |
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