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2704 Old Rosebud Road Suite 160, Lexington, KY 40509 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-17 |
| WV | RA | APPROVED | 2024-07-18 |
| KY | RA | APPROVED | 2024-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wesley Richardson | Charleston | WV | 06/2019 | 08/2021 |
| University Of Charleston | Charleston | WV | 07/2018 | 06/2019 |
| College Liftoff | Columbus | OH | 01/2015 | 07/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2021 | 05/2024 |
| Northwestern Mutual Investment Services Llc | Charleston | WV | 07/2021 | 05/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2022 | 05/2024 |
| Fwg Investments, Llc | Hurricane | WV | 05/2024 | Present |
1)The Salvation Army Boys & Girls Clubs of Charleston, Not investment related & no fiduciary liability/oversight for organization, address: 301 Tennessee Ave, Charleston, WV 25302, non-profit youth programing, position: Advisory Council President, start 05/2022, approx. 4 business hours/month , duties include fundraising & resource development, directing general vision/mission for the organization, advising staff as appropriate 2)BNI - Power Chapter, not investment related & no fiduciary liability, address: 456 Sourwood Dr, Hardy, VA 24101, business networking group, position: Chapter President, start: 04/2022, approx. 14 business hrs/month, duties include leading weekly meetings, directing chapter goals and growth, building strong connections and mutual referrals for members.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-13 |
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