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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-11-01 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Lexington | KY | 07/2009 | 10/2024 |
| Raymond James Financial Services Inc. | Lexington | KY | 11/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Lexington | KY | 11/2024 | Present |
| Lexington Private Wealth & Family Office | Lexington | KY | 01/2025 | 01/2025 |
| Vine Street Private Wealth & Family Office | Lexington | KY | 03/2025 | Present |
(1)Name of Business: Vine Street Private Wealth & Family Office Address: 3225 Summit Square Drive, Suite 200, Lexington, KY, 40509, United States Activity Type: Support Company - Non 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 uses DBA. Vine Street, Vine Street Private Wealth & Family office. www.vinestreet.com. 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 | 2004-06-17 |
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