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2011 Lake Point Way Suite 001, Louisville, KY 40223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-10-14 |
Branch Locations
2011 Lake Point Way Suite 001, Louisville, KY 40223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cairn Guidance | Morehead | KY | 02/2020 | 05/2021 |
| Fehr And Peers | Los Angeles | CA | 05/2018 | 06/2019 |
| Bim Group | Lexington | KY | 08/2019 | 03/2020 |
| University Of Kentucky - Department Of Finance | Lexington | KY | 06/2020 | 05/2021 |
| University Of Kentucky - Basketball | Lexington | KY | 05/2019 | 03/2021 |
| Key.ME | New York | NY | 05/2020 | 08/2020 |
| Castellan Group | Louisville | KY | 12/2020 | Present |
| Rowan County Middle And High School | Morehead | KY | 01/2014 | 06/2017 |
| University Of Kentucky | Lexington | KY | 08/2019 | 05/2022 |
| The Gatton Academy | Bowling Green | KY | 08/2017 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-14 |
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