Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-10-17 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lexington | KY | 09/2024 | Present |
| Live Oak Bank | Wilmington | KY | 01/2011 | 06/2023 |
| Self Employed | Lexington | KY | 06/2023 | 08/2024 |
| Fresca Keller Wealth | Lexington | KY | 09/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Lexington | KY | 10/2024 | Present |
| Lexington Private Wealth & Family Office | Lexington | KY | 01/2025 | 12/2025 |
| Vine Street Private Wealth & Family Office | Lexington | KY | 03/2025 | Present |
(1) Name of Business: Faithful Platform Address: 851 Corporate Dr, Lexington, KY, 40502, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: Yes Start Date: 12/31/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: non-paid advisory board member role (2) 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 - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/28/2025 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 used DBA. Vine Street, Vine Street Private Wealth & Family office. www.vinestreet.com. note: website in development, not active yet. will follow approval process within CSP for website approval.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-06 |
Reach out to this advisor