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237 East Main Street, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-10-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iheart Media | Lexington | KY | 12/2022 | Present |
| Self-Employed | Lexington | KY | 08/2020 | 12/2022 |
| Penske Truck Leasing | Winchester | KY | 12/2019 | 05/2020 |
| Unemployed | Lexington | KY | 05/2020 | 08/2020 |
| Ryder Truck Leasing | Georgetown | KY | 07/2019 | 12/2019 |
| Ryder Truck Leasing | Corbin | KY | 04/2019 | 07/2019 |
| Midwest Logistics | London | KY | 05/2018 | 04/2019 |
| Johnstone Supply | London | KY | 07/2017 | 03/2018 |
| Unemployed | London | KY | 03/2018 | 05/2018 |
| Chip Magician Body Shop | London | KY | 06/2014 | 07/2017 |
| Dupree Financial Group | Lexington | KY | 06/2025 | Present |
SoYum Candle Company, LLC NON-Investment Related 1 Levee Way, Suite 2121B, Newport, KY 41071 Retail Candle Store 50% Owner (absent) August 1, 2019 0 hours contributed. The business closed in June, 2025. Physical assets are in storage. No hours devoted during securities trading hours No duties presently. The business closed as I began my work as an Investment Advisor Representative. The physical assets are in storage and the business is up for sale.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-05 |
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