Best Investors Account Sign in
Inactive

Ryan Matthew Stith

Pivot Point Wealth Planning

Brandenburg, KY

Claim This Profile
Current Employers
Pivot Point Wealth Planning

512 Hillcrest Drive Suite D, Brandenburg, KY 40108 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2019-05-20
KY RA APPROVED 2017-03-07
  • IN RA
    APPROVED
    Since 2019-05-20
  • KY RA
    APPROVED
    Since 2017-03-07

Branch Locations

512 Hillcrest Drive Suite D, Brandenburg, KY 40108 • 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
Foresters Advisory Services Llc Lexington KY 09/2015 02/2017
Foresters Financial Services Lexington KY 01/2016 02/2017
Pivot Point Wealth Planning Lexington KY 01/2017 Present
  • 09/2015 → 02/2017
    Foresters Advisory Services Llc
    Lexington, KY
  • 01/2016 → 02/2017
    Foresters Financial Services
    Lexington, KY
  • 01/2017 → Present
    Pivot Point Wealth Planning
    Lexington, KY
Previous Registrations
  • 2015-09-23 → 2017-03-01
    Foresters Advisory Services, Llc
    Lexington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-26
S63 Uniform Securities Agent State Law Examination 2008-05-27
  • S66 Uniform Combined State Law Examination
    2015-08-26
  • S63 Uniform Securities Agent State Law Examination
    2008-05-27
Designations

View on SEC IAPD

Other Firms

EDWARD JONES
EAGLE STRATEGIES LLC
FARTHER
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST COMMAND ADVISORY SERVICES
J.P. MORGAN SECURITIES LLC
PRIVATE ADVISOR GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Earl Fleming Wright
Jordan Thomas King
CLIFFORD GEORGE CANAVERA
Andrew K Thomas
Quinton L Coffman
BRIAN DEEN LAHUE
Jeffrey Eugene Springer
Benjamin Keith Mathes

Other Offices

EDWARD JONES · BRANDENBURG, KY
EDWARD JONES · BRANDENBURG, KY
EAGLE STRATEGIES LLC · BRANDENBURG, KY
EDWARD JONES · CORYDON, IN
FARTHER · Corydon, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Radcliff, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Corydon, IN
FIRST COMMAND ADVISORY SERVICES · Radcliff, KY

More in Brandenburg, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor