Mikhail Sergeyevich Potapov

Current Employers

Employment History

• 05/2006 → 01/2021
  E. S. Barr & Company
  Lexington, KY
• 01/2021 → 03/2022
  Community Volunteer
  Lexington, KY
• 03/2022 → Present
  Burl Investment Management, Llc
  Lexington, KY

Previous Registrations

• 2006-07-27 → 2021-01-15
  E. S. Barr & Company
  Lexington, KY

Other Businesses

Nonbinary Solutions Corporation, a private medical software company (not investment-related) registered at 110 West Vine St, Suite 300, Lexington, KY 40507; Advisory Board Member; 02/2026-Present; 1 hr/month, during securities trading hours; business strategy advice. Lakeview Farms, LLC, a private real estate investment entity registered at 900 Turkey Foot Road, Lexington, KY 40502; Member; 09/2023-Present; 4 hrs/month, not during securities trading hours; farm property management. Mr. Potapov is involved in various non-profit/charitable organizations making decisions or recommendations regarding investment-related activities during and after traditional business hours. He does not receive compensation, does not have sole investment authority, and does not have control of assets in these roles. Below entries per direction of Commonwealth of Kentucky Department of Financial Institutions Division of Securities: (1) Bluegrass Land Conservancy (2 hrs/month, during securities trading hours)/Board Member, Treasurer, Chair of Finance Committee - 07/2011 - Present/Bluegrass Land Conservancy is a nonprofit land trust, a non-investment related business, 405 Old Vine Street, #105, Lexington, KY 40507 (2) Trees Lexington! (2 hrs/month, not during securities trading hours)/Board Member, President - 12/2019 - Present/Trees Lexington! is a nonprofit working to expand the city's tree canopy, a non-investment related business, P.O. Box 1046, Lexington, KY 40588 (3) Blue Grass Community Foundation (2 hrs/quarter, during securities trading hours)/Investment Committee Member - 09/2021 - Present/Blue Grass Community Foundation is a publicly supported philanthropic organization, a non-investment related business, 499 East High Street, Suite 112, Lexington, KY 40507

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-26
• S63 Uniform Securities Agent State Law Examination
  2004-08-16

Designations

Other Names

• Michael Potapov