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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-01 |
| KY | RA | APPROVED | 2010-09-14 |
Branch Locations
535 Wellington Way Suite 260, Lexington, KY 40503 • United States
Nicholasville, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Derman & Smith Personal Wealth Management, Llc | Lexington | KY | 10/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Lexington | KY | 09/2010 | Present |
| 535 Wellington Way Council Of Co-Owners | Lexington | KY | 12/2008 | 01/2019 |
| Raymond James Financial Services, Inc. | Lexington | KY | 07/2002 | Present |
1) Name of Business: Dermann & Smith Properties, L.L.C. Address: 535 Wellington Way Ste 260, Lexington, KY, 40503, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/29/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Dermann and Smith Personal Wealth Management, L.L.C. Address: 535 Wellington Way Ste 260, Lexington, KY, 40503, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/06/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole member
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-03-07 |
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