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2704 Old Rosebud Road Suite 160, Lexington, KY 40509 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-09 |
| NC | RA | APPROVED | 2023-07-31 |
| WV | RA | APPROVED | 2023-07-28 |
| KY | RA | APPROVED | 2020-08-28 |
| TX | RA | APPROVED_RES | 2019-08-14 |
Branch Locations
2704 Old Rosebud Road Suite 160, Lexington, KY 40509 • United States
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 |
|---|---|---|---|---|
| Fwg Investments, Llc | Lexington | KY | 12/2016 | Present |
| Global Financial Private Capital, Llc | Lexington | KY | 04/2011 | 12/2016 |
| Family Wealth Group, Llc | Lexington | KY | 08/2011 | Present |
KMBD, LLC - Rental Property - Co-Owner. Non-investment related. 2704 Old Rosebud Road, Suite 180, Lexington, KY 40509. Start date: 1/2012. Devote 10 hrs./month to this activity, 0 hours during normal business hours. Duties include making phone calls. R&D Lots, LLC. 50% Owner. 1388 Clubhouse Lane, Mt. Sterling, KY 40353. Start date 7/2019. Devote less than 10 hrs a month. Buying/selling residential lots.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-02 |
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