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Lance Dee Cherry

Markowski Investments

Murray, KY

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Current Employers
Markowski Investments

Tampa, FL • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2019-04-11
  • KY RA
    APPROVED
    Since 2019-04-11

Branch Locations

518 S. 12Th Street, Murray, KY 42071 • 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
Caitlin John, Llc Brighton MI 10/2016 08/2018
Truth Of Investing Conway NH 09/2018 Present
  • 10/2016 → 08/2018
    Caitlin John, Llc
    Brighton, MI
  • 09/2018 → Present
    Truth Of Investing
    Conway, NH
Previous Registrations
  • 2019-02-13 → 2019-04-11
    Truth Of Investing Llc
    Murray, KY
  • 2018-09-27 → 2018-12-31
    Truth Of Investing Llc
    Murray, KY
  • 2016-11-14 → 2018-09-27
    Simplyria Advisor Network
    Murray, KY
    Brighton, MI
  • 2013-03-04 → 2016-03-29
    Curian Capital, Llc
    Denver, CO
Other Businesses

Cherry Wealth Management, investment-related, 518 S. 12th Street Murray, KY, USA, 42071, owner, start date 10/1/2022.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-01
S63 Uniform Securities Agent State Law Examination 2007-06-06
  • S65 Uniform Investment Adviser Law Examination
    2013-03-01
  • S63 Uniform Securities Agent State Law Examination
    2007-06-06

View on SEC IAPD

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Other Investors

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HEATH EDWARD SCOTT
CINDY CARSON BERGMAN
PATRICIA ANN LATIMER
LOGAN FOSTER
Colin Joseph FitzGerald
DIANA SUE THOMASON
MICHAEL RYAN WALKER

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MURRAY, KY
EDWARD JONES · MURRAY, KY
INTERCAROLINA FINANCIAL SERVICES, INC. · MURRAY, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Murray, KY
EDWARD JONES · MURRAY, KY
EDWARD JONES · MURRAY, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Murray, KY
CETERA INVESTMENT ADVISERS LLC · MURRAY, KY

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