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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-05-24 |
Branch Locations
310 Ring Road, Elizabethtown, KY 42701 • 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 |
|---|---|---|---|---|
| Thomas A Lirot, C.P.A., P.S.C | Radcliffe | KY | 08/2019 | 08/2020 |
| Lincoln Trail Country Club | Vine Grove | KY | 05/2021 | 08/2021 |
| Argi Financial Group | Elizabethtown | KY | 06/2022 | 08/2022 |
| Cerity Partners Llc | Louisville | KY | 06/2023 | 08/2023 |
| Cerity Partners Llc | Elizabethtown | KY | 09/2023 | Present |
| North Hardin High School | Radcliffe | KY | 08/2015 | 05/2020 |
| Ups | Louisville | KY | 12/2020 | 01/2021 |
| Ups | Louisville | KY | 12/2021 | 01/2022 |
| Ups | Louisville | KY | 12/2022 | 01/2023 |
| Georgetown College | Georgetown | KY | 08/2020 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-23 |
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