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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-10-17
  • KY RA
    APPROVED
    Since 2024-10-17

Branch Locations

3225 Summit Square Place Suite 200, Lexington, KY 40509 • 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
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
  • 09/2024 → Present
    Raymond James Financial Services, Inc.
    Lexington, KY
  • 01/2011 → 06/2023
    Live Oak Bank
    Wilmington, KY
  • 06/2023 → 08/2024
    Self Employed
    Lexington, KY
  • 09/2024 → Present
    Fresca Keller Wealth
    Lexington, KY
  • 10/2024 → Present
    Lexington, KY
  • 01/2025 → 12/2025
    Lexington Private Wealth & Family Office
    Lexington, KY
  • 03/2025 → Present
    Vine Street Private Wealth & Family Office
    Lexington, KY
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-06
  • S66 Uniform Combined State Law Examination
    2024-07-06
Other Names
  • Jp Blevins

View on SEC IAPD

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