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2704 Old Rosebud Road Suite 160, Lexington, KY 40509 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2021-04-20 |
Branch Locations
2704 Old Rosebud Road Suite 160, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centre College | Danville | KY | 08/2013 | 05/2017 |
| Investments & Financial Planning, Llc | Lexington | KY | 06/2017 | 04/2021 |
| Fwg Investments, Llc | Lexington | KY | 04/2021 | Present |
| Family Wealth Group, Llc | Lexington | KY | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-14 |
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