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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-02-18 |
| TX | RA | APPROVED | 2022-02-18 |
Branch Locations
3285 Blazer Pkwy Suite 100, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lexington | KY | 10/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lexington | KY | 11/2016 | 02/2022 |
| Wells Fargo Advisors Financial Network, Llc | Lexington | KY | 02/2022 | Present |
BECK LLC, INV RELATED, LEXINGTON, KY, 100% OWNERSHIP, START 10/26/2016, 1 HOUR PER MONTH, ZERO DURING TRADING, RENTAL PROPERTIES. CHASING SCRATCH GOLF PODCAST; NOT INV RELATED; LEXINGTON, KY; 100% OWNERSHIP; START 10/1/2020; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; GOLF PODCAST. LAGAR INVESTMENT PROPERTIES, LLC, INV RELATED, LEXINGTON, KY, 100% OWNERSHIP, START 10/29/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, MANAGE COMMERCIAL REAL ESTATE PROPERTIES. ELKHORN CREEK FINANCIAL, LLC, INV RELATED, LEXINGTON, KY, 50% OWNERSHIP, START 2/18/2022, 40 HRS PER MONTH, 40 HRS DURING TRADING, TRANSITION TO FINET. 1113 BRICK HOUSE PROPERTY LLC, INV RELATED, LEXINGTON, KY, 50% OWNERSHIP, START 3/22/2016, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, TO HOLD RENTAL PROPERTY. RENTAL PROPERTY; INV RELATED; LEXINGTON, KY; 50% OWNERSHIP; START 1/1/2016; 1 HOUR PER MONTH, 0 DURING TRADING; LANDLORD. RENTAL PROPERTY; INV RELATED; LEXINGTON, KY; 50% OWNERSHIP; START 1/1/2016; 1 HOUR PER MONTH, 0 DURING TRADING; LANDLORD. BECK WEALTH MANAGEMENT INC., INV RELATED, LEXINGTON, KY, 100% OWNERSHIP, START 2/18/2022, 160 HOURS PER MONTH, 140 HOURS DURING TRADING, FINET PRACTICE. RENTAL PROPERTY, INV RELATED, LEXINGTON, KY, 100% OWNERSHIP, START 10/26/2016, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. COMMERCIAL RENTAL PROPERTY, INV RELATED, LEXINGTON, KY, 50% OWNERSHIP, START 1/1/2016, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. FIVE POINT SCALE,; INV RELATED; LEXINGTON, KY; RENTAL REAL ESTATE INVESTMENT;50% OWNERSHIP; START DATE: 02/06/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-16 |
| S66 | Uniform Combined State Law Examination | 2008-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-03 |
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