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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| KY | RA | APPROVED | 2024-05-29 |
Branch Locations
3225 Summit Square Place Suite 200, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lexington | KY | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Lexington | KY | 05/2024 | Present |
| Lexington Private Wealth And Family Office | Lexington | KY | 11/2024 | 02/2025 |
| Ubs Financial Services, Inc. | Lexington | KY | 12/2008 | 04/2024 |
(1)Name of Business: Fresca Keller Wealth Address: 3225 Summit Square Pl Ste 200, Lexington, KY, 40509, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/29/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA entity for RJFS branch- owner. started when recruited to firm May, 2024. undergoing branch name change, branding change to Vine Street which has also been submitted and approved as DBA earlier this year. branding conversion in process this week. (2)Name of Business: Summit Square Partners Address: 3225 Summit Square Place, Ste. 200, Lexington, KY, 40504-3215, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/29/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Our business with Raymond James (3)Name of Business: Summit Square Properties Address: 3225 Summit Square Drive, Ste. 200, Lexington, KY, 40509, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: We own the building for our practice with RayJay. (4)Name of Business: Vine Street Private Wealth & Family Office Address: 2333 Summit Square Place, suite 200, Lexington, KY, 40509, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: creating new business name to be used DBA. Vine Street, Vine Street Private Wealth & Family Office. Note: website in development, is not active yet. will follow approval process within csp for website approval prior to publishing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-07 |
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