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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-23 |
| KY | RA | APPROVED | 2025-01-01 |
Branch Locations
131 Prosperous Pl. Ste 14A, Lexington, KY 40509 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Vfg Wealth Management | Lexington | KY | 08/2011 | Present |
| Ameritas Investment Corp | Lincoln | NE | 07/2011 | 08/2017 |
| Kmk Properties, Llc | Lexington | KY | 03/2013 | 10/2021 |
| Kitchin Financial Services | Lexington | KY | 10/2014 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 09/2015 | 08/2017 |
| Royal Alliance Associates | Jersey City | NJ | 08/2017 | 05/2023 |
| Lpl Financial Llc | Lexington | KY | 05/2023 | Present |
1) 4/2023 - VFG WEALTH MANAGEMENT & Benfit Solutions / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 4/2023 - PROSPEROUS PROPERTIES / Real Estate Rental / Investment Related / Start date 01/01/2015 - 2 Hrs per month 3) 4/2023 - KITCHIN FINANCIAL SERVICES / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Lexington KY - Start date 08/26/2011 - 160 Hrs per month 4) 08/21/2023 - Kitchin Financial Services - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 08/04/2011 - 10 Hours Per Month/ 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-22 |
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