Kellie R. Raye Sheryak

Current Employers

Employment History

• 07/2013 → Present
  Ubs Financial Services Inc
  Louisville, KY

Previous Registrations

• 1995-03-15 → 2004-04-08
  Banc One Securities Corporation
  Louisville, KY

Other Businesses

1) Runners High LLC / 1505 Rosewood Ave Unit 8 Louisville,KY 40204 / Company/ Other Chartering Sail Boat / Chartering / part owner of the LLC / Start Date 7/16/2015 /// 2) CASA / 982 Eastern Pkwy Louisville,KY 40217 / Other/ Charities, Cultural, Educational & Political Organisations / Court appointed advocate / Member of Board of Directors / / attend board and committee meetings / Start Date 5/1/15 5013C / quarterly board meetings /// 3) Spalding University / 845 S 3rd St Louisville,KY 40203 / Other/ Education / Private University / Member of Board of Directors / / Attend board and committee meetings / Start Date 1/1/15 Private University / Attend quarterly meeting /// 4) Bearing Point LLC / 1505 Rosewood Ave Unit 8 Louisville, Kentucky 40204 / United States / Other / LLC which will own sailboat that my husband will operate as a charter business / Sport & Leisure Facilities / Chartering sailboats Runners High and Running Higher / Partner / Financial oversight / Start Date 6/3/2019 /// 5) 222 Witherspoon Unit 205, KY, 40202/ investment related?: yes / Partnership/ real estate/ Collect Rental Income/ Proprietor / owner/ start date: 7/14/2021 /// 6) 52 High Rd. Butler, Pennsyvania/ Partnership/ Real Estate/ Proprietor / owner/ Collection of rental income and nothing else./ start date: 5/15/2020 /// 7) Waterfront Park Place / 222 E. Witherspoon StLouisvilleKY40202 / Member of Board of directors / Condo Association / I am on the board and in charge of marketing and vice chair / 1/5/2022 /// 8) Running Higher LLC / Other / LLC which will own sailboat that my husband will operate as a charter business / Chartering sailboat / Partner / no duties 9) Name of Business: SAGE./ Address: Louisville United States./ Investment Related: No./ Nature: Group of advisors who work with business owners./ Role: member of the group./ Duty: attend meetings with other advisors and together determine events to educate business owners./ Start Date: 7/3/2023./ Time Required: Yes.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-01
• S63 Uniform Securities Agent State Law Examination
  1991-02-20

Other Names

• Kellie Raye Roseberry
• Kellie Roseberry
• Kellie Raye Sheryak