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250 W. Main Street Suite 1400, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-01-17 |
Branch Locations
250 W. Main Street Suite 1400, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Von Lehman & Co., Inc. | Ft. Wright | KY | 10/1994 | Present |
| Dean Dorton Wealth Management, Llc | Lexington | KY | 01/2024 | Present |
1.) VL PRIVATE WEALTH, LLC. NOT INVESTMENT RELATED. 810 WRIGHTS SUMMIT PARKWAY, SUITE 300, FT. WRIGHT, KY 41011. DIRECTOR SINCE MAY 2023. FINANCIAL PLANNING SERVICES, 5 HOURS PER MONTH. NO SECURITIES TRADING HOURS. 2.) DEAN DORTON ALLEN FORD, PLLC, 250 W. MAIN STREET, SUITE1400, LEXINGTON, KY 40507; START 01/2024; CPA & PARTNER/DIRECTOR; NATURE OF BUSINESS CPA AND CONSULTING SERVICES; NOT INVESTMENT-RELATED; DUTIES INCLUDE OVERSEEING AND MANAGING ALL BUSINESSOPERATIONS OF THE FIRM; 140 HOURS PER MONTH, ALL OF WHICH OCCUR DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-04 |
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