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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-07-20 |
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 |
|---|---|---|---|---|
| Cerity Partners Llc | Louisville | KY | 06/2024 | Present |
| Full-Time Education | Louisville | KY | 09/2013 | 05/2024 |
| La Chula | Lexington | KY | 08/2023 | 05/2024 |
| Danceblue | Lexington | KY | 04/2022 | 03/2024 |
| Trutest Llc | Louisville | KY | 05/2023 | 08/2023 |
| Amazon | Jeffersonville | IN | 06/2021 | 08/2021 |
| Walmart | Louisville | KY | 12/2020 | 01/2021 |
| Amazon | Jeffersonville | IN | 07/2020 | 08/2020 |
| Ketuckiana Pool Managment | Louisville | KY | 05/2019 | 08/2019 |
| Blainwood Tennis, Swim & Fitness | Louisville | KY | 05/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-20 |
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