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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| KY | RA | APPROVED | 2024-05-29 |
Branch Locations
3225 Summit Square Place Suite 200, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wyatt Tarrant & Combs, Llp | Lexington | KY | 01/2006 | 05/2018 |
| Ubs Financial Services, Inc. | Lexington | KY | 05/2018 | 05/2024 |
| Raymond James Financial Services, Inc. | Lexington | KY | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Lexington | KY | 05/2024 | Present |
| Lexington Private Wealth & Family Office | Lexington | KY | 01/2025 | 02/2025 |
(1)Name of Business: Summit Square Partners, LLC Address: 3225 Summit Square Place, Suite 200, Lexington, KY, 40509, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Other, Associate/Employee Investment Related: No Start Date: 05/29/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the entity out of which we operate our financial advisory practice with Raymond James. I serve as an officer and advisor for the entity. (2)Name of Business: Summit Square Properties, LLC Address: 3225 Summit Square Place, Unit 200, Lexington, KY, 40509, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 08/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a member of Summit Square Properties, LLC (the "LLC"). The LLC holds title to real estate which is leased to our financial advisory practice and will serves as the location of our practice. (3)Name of Business: Vine Street Private Wealth & Family Office Address: 3225 Summit Square Place, Suite 200, Lexington, KY, 40509, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: creating new business name to be used for DBA only. Vine Street, Vine Street Private Wealth & Family office. www.vinestreet.com. note website in development, is not active yet. will follow approval process within CSP for website approval prior to publishing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-18 |
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