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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-09-03
  • KY RA
    APPROVED
    Since 2024-09-03

Branch Locations

10300 Linn Station Rd Ste 225, Louisville, KY 40223 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moneyline Wealth Management Lexington KY 07/2023 01/2025
Taurus Capital Management Limit Louisville KY 01/2020 07/2024
Lpl Financial Llc Lexington KY 07/2024 Present
Bluegrass Lending Inc. Louisville KY 05/2023 08/2023
Kentucky Refugee Ministries, Inc. Lexington KY 05/2023 08/2023
University Of Kentucky Lexington KY 08/2020 05/2024
Kentucky Country Day School Louisville KY 08/2013 05/2020
Postmates Louisville KY 12/2020 03/2021
Doordash Louisville KY 05/2021 08/2021
Blairwood Louisville KY 06/2018 03/2020
Bright Custom Homes And Remodeling Louisville KY 06/2020 08/2020
  • 07/2023 → 01/2025
    Moneyline Wealth Management
    Lexington, KY
  • 01/2020 → 07/2024
    Taurus Capital Management Limit
    Louisville, KY
  • 07/2024 → Present
    Lexington, KY
  • 05/2023 → 08/2023
    Bluegrass Lending Inc.
    Louisville, KY
  • 05/2023 → 08/2023
    Kentucky Refugee Ministries, Inc.
    Lexington, KY
  • 08/2020 → 05/2024
    University Of Kentucky
    Lexington, KY
  • 08/2013 → 05/2020
    Kentucky Country Day School
    Louisville, KY
  • 12/2020 → 03/2021
    Postmates
    Louisville, KY
  • 05/2021 → 08/2021
    Doordash
    Louisville, KY
  • 06/2018 → 03/2020
    Blairwood
    Louisville, KY
  • 06/2020 → 08/2020
    Bright Custom Homes And Remodeling
    Louisville, KY
Other Businesses

1- 01/22/2025-Hurstbourne Insurance and Financial LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/20/2025- 100 Hours Per Month- 3 Hours During Trading 2- 01/21/2025- Hurstbourne Wealth Management LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/20/2025- 100 Hours Per Month- 4 Hours During Trading 3- 04/14/2026- Hurstbourne Insurance and Financial LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/20/2025- 100 Hours Per Month- 50 Hours During Trading 4- 06/08/2026 - HURSTBOURNE VENDING LLC - Business Owner - Not Investment Related - At Reported Business Location(s) - Start Date 05/27/2026 - 12 hours per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-15
  • S66 Uniform Combined State Law Examination
    2024-08-15

View on SEC IAPD

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