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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-03-27 |
Branch Locations
1925 Frederica Street; Suite 100, Owensboro, KY 42301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rw Baird | Owensboro | KY | 01/2024 | Present |
| Sterett Companies, Llc | Owensboro | KY | 05/2014 | 01/2024 |
| Thomas Co, Llc | Owensboro | KY | 12/2008 | 12/2022 |
I am the Trustee of my late grandfather's irrevocable trust. This trust maintains under $5,000 in assets and exists solely to process bankruptcy receipts from a mesothelioma lawsuits from before his death. He died in 2014 and the primary beneficiary (my grandmother) died in 2016, at which time the trust was liquidated. I have received no compensation from this trust in at least 5 years and will not ever receive additional comp from this.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-26 |
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