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Philip Parrish Sallee

Wealthmd Corporation

Louisville, KY

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Current Employers
Wealthmd Corporation

1706 Bardstown Road Second Floor, Louisville, KY 40205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-01-08
KY RA APPROVED 2006-06-13
  • TX RA
    APPROVED_RES
    Since 2016-01-08
  • KY RA
    APPROVED
    Since 2006-06-13

Branch Locations

1706 Bardstown Road Second Floor, Louisville, KY 40205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthmd Corporation Lexington KY 10/1998 Present
Previous Registrations
  • 2003-09-22 → 2006-06-06
    Raymond James Financial Services, Inc.
    Lexington, KY
    Lexington, KY
    Lexington, KY
  • 2002-10-30 → 2002-11-13
    Ameritas Investment Company, Llc
    Lexington, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-10-04
S63 Uniform Securities Agent State Law Examination 2000-02-18
  • S65 Uniform Investment Adviser Law Examination
    2001-10-04
  • S63 Uniform Securities Agent State Law Examination
    2000-02-18

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY
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WAYCROSS PARTNERS, LLC · LOUISVILLE, KY
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