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Jeffrey Scott Geiser

Lightpath Wealth & Tax Advisors

Prospect, KY

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Current Employers
Lightpath Wealth & Tax Advisors

Prospect, KY • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2021-08-12
TX RA APPROVED_RES 2021-01-15
  • KY RA
    APPROVED
    Since 2021-08-12
  • TX RA
    APPROVED_RES
    Since 2021-01-15

Branch Locations

Prospect, KY • 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
Power Agency Louisville KY 09/2013 09/2016
Openingbelltrade.cOm Dba Lightpath Wealth Advisors Louisville KY 01/2017 05/2021
Lightpath Wealth & Tax Advisors Prospect KY 01/2021 Present
Unemployed Prospect KY 09/2016 01/2017
Lightpath Wealth & Tax Advisors Prospect KY 05/2021 Present
Hatchfly Consulting Llc Prospect KY 12/2017 Present
Lightpath Wealth & Tax Advisors Prospect KY 07/2021 Present
Other Businesses

1. Lightpath Wealth Management, LLC dba Lightpath Wealth & Tax Advisors, investment Related, 10701 Worthington Lane, Prospect, KY 40059, insurance agency, Member/President since 01/2021 & licensed agent since 05/2021, approximately 16 hours /month; all during securities trading hours; administrative services related to the day-to-day operations of the business. 2. Hatchfly Consulting, LLC, Manager/Member, Not-Investment Related, 10701 Worthington Ln., Prospect, KY, 40059, Operating Company, Start date12/15/2017, 0 hours/month with 0 hours/month during trading hours, no services or products are currently offered through this entity

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-05
  • S65 Uniform Investment Adviser Law Examination
    2020-10-05

View on SEC IAPD

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