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2704 Old Rosebud Road Suite 160, Lexington, KY 40509 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-11 |
Branch Locations
1502 Oxford Drive Suite 210, Georgetown, KY 40324 • United States
2704 Old Rosebud Road Suite 160, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bear Trace At Cumberland Mountain Golf Course | Crossville | TN | 03/2019 | 08/2022 |
| University Of Kentucky | Lexington | KY | 01/2023 | 03/2024 |
| Witt Financial Group | Crossville | TN | 05/2023 | 08/2023 |
| Fwg Investments, Llc | Lexington | KY | 03/2024 | Present |
| University Of Kentucky | Lexington | KY | 08/2021 | Present |
| Stone Memorial High School | Crossville | TN | 08/2017 | Present |
| Unemployed | Crossville | TN | 01/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-23 |
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