Best Investors Account Sign in
Current Employers
Investments & Financial Planning, Llc

1795 Alysheba Way Suite 7104, Lexington, KY 40509 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-06-15
  • KY RA
    APPROVED
    Since 2026-06-15

Branch Locations

1795 Alysheba Way Suite 7104, 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
Investments & Financial Planning Lexington KY 05/2025 Present
Unemployed Richmod KY 09/2024 05/2025
Alight Solutions Chicago IL 07/2024 09/2024
Unemployed Richmod KY 01/2024 07/2024
Blackbelthelp Miami FL 07/2023 01/2024
Twitch Interactive, Inc. San Francisco CA 05/2020 04/2023
Currier's Music World Richmond KY 01/2018 06/2020
Unitarian Universalist Fellowship Of Madison County Richmond KY 08/2016 08/2019
Richmond Area Arts Council Richmond KY 02/2015 05/2018
  • 05/2025 → Present
    Investments & Financial Planning
    Lexington, KY
  • 09/2024 → 05/2025
    Unemployed
    Richmod, KY
  • 07/2024 → 09/2024
    Alight Solutions
    Chicago, IL
  • 01/2024 → 07/2024
    Unemployed
    Richmod, KY
  • 07/2023 → 01/2024
    Blackbelthelp
    Miami, FL
  • 05/2020 → 04/2023
    Twitch Interactive, Inc.
    San Francisco, CA
  • 01/2018 → 06/2020
    Currier's Music World
    Richmond, KY
  • 08/2016 → 08/2019
    Unitarian Universalist Fellowship Of Madison County
    Richmond, KY
  • 02/2015 → 05/2018
    Richmond Area Arts Council
    Richmond, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-02
  • S65 Uniform Investment Adviser Law Examination
    2026-05-02

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lexington, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor