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3320 Tates Creek Road Suite 100, Lexington, KY 40502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-03-02 |
| TX | RA | APPROVED_RES | 2023-02-01 |
Branch Locations
3320 Tates Creek Road Suite 100, Lexington, KY 40502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lexington | KY | 05/2012 | Present |
| Itrust Asset Management, Llc | Lexington | KY | 05/2012 | Present |
1. 5/22/2012: REGISTERED INVESTMENT ADVISOR - ITRUSTASSETMANAGEMENT - ASSET MANAGEMENT, PORTFOLIO MANAGEMENT - (HYBRID) ITRUSTASSETMANAGEMENT - TIME SPENT 80% - LEXINGTON, KY. 2. 1/18/2013: DBA ONLY - ITRUST ASSET MANAGEMENT LLC - LEXINGTON, KY. 3. 1/29/2013: NON-VARIABLE INSURANCE - JOSEPH TODD STRICKLIN - INDEPENDENT INSURANCE AGENT - TIME SPENT 2% - LEXINGTON, KY. 4. 2/28/2013: OTHER-BAND - SUPERUNKNOWN - I HAVE A ROCK BAND THAT HAS AN ALBUM FOR SALE ON THE ITUNES WEBSITE. - TIME SPENT 1%. 5. 10/16/2014 - GRIMSLEY ROSE - OTHER - ROCK BAND - TIME SPENT 10 HOURS PER MONTH - LEXINGTON, KY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-12 |
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