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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-06-25 |
Branch Locations
2201 High Wickham Place, Louisville, KY 40245 • 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 |
|---|---|---|---|---|
| Full Time Education | Louisville | KY | 01/2014 | 06/2024 |
| Woods Of St. Thomas Pool | Louisville | KY | 05/2018 | 08/2018 |
| Argi Investment Services | Louisville | KY | 05/2022 | 08/2022 |
| Cerity Partners | Louisville | KY | 05/2023 | 08/2023 |
| Cerity Partners | Louisville | KY | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-04 |
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