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2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2008-11-19 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Client Services Llc | Louisville | KY | 10/2008 | Present |
| Private Client Services Llc | Louisville | KY | 05/2010 | Present |
1] LICENSED WITH VARIOUS INSURANCE CARRIERS FOR THE SALE OF NON SECURITIES INSURANCE PRODUCTS. 2] 10% owner of State Street Partners LLC - Passive minority investor and will not have an active management roll in the business; -0- participation during market hours; compensation is dependent of cash flow and liquidity as determined by the board of directors of the LLC; the RR is not a member of the BOD. 3) Richard J Robinson, Inc. 303 Mill Stream, Louisville, KY 40222. Entity to accept certain commissions and expenses. President. 1 hr/mo; 1 during trading hours. 4) Evergreen Strategic Wealth. 2225 Lexington Rd, Louisville, KY 40206. IAR/RR doing securities and insurance business. Marketing name for our financial advisory business. IAR/RR- securities and insurance. 160 hrs/mo; 160 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-12 |
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