Stephanie Rose Watts

Current Employers

Employment History

• 07/2021 → 05/2024
  Ubs Financial Services
  Lexington, KY
• 06/2015 → 07/2021
  Unified Trust Company
  Lexington, KY
• 05/2024 → Present
  Raymond James Financial Services, Inc.
  Lexington, KY
• 05/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Lexington, KY
• 05/2024 → Present
  Fresca Keller Wealth
  Lexington, KY
• 01/2025 → 02/2025
  Lexington Private Wealth & Family Office
  Lexington, KY
• 03/2025 → Present
  Vine Street Private Wealth & Family Office
  Lexington, KY

Previous Registrations

• 2022-04-18 → 2024-06-10
  Ubs Financial Services Inc.
  Lexington, KY

Other Businesses

(1)Name of Business: Hearth & Hollow Address: 465 River View Drive, Liberty, KY, 42539, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/01/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own a business making various crafts selling to community members. There is not a separate business entity such as an LLC. This is a hobby. (2)Name of Business: Vine Street Private Wealth & Family Office Address: 3225 Summit Square Pl Suite 200, Lexington, KY, 40509, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: creating new business name to be uses DBA. Vine Street,Vine Street Private Wealth & Family offi ce.www.vinestreet.com. note website in development, is notactive yet. will follow approval process within CSP forwebsite approval prior to publishing.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-18