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3320 Tates Creek Road Suite 100, Lexington, KY 40502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-03-21 |
Branch Locations
3320 Tates Creek Road Suite 100, Lexington, KY 40502 • United States
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 |
|---|---|---|---|---|
| Aarons Sales & Lease Ownership | Maysville | KY | 05/2007 | 07/2024 |
| Lpl Financial Llc | Lexington | KY | 05/2012 | Present |
| Itrust Asset Management, Llc | Lexington | KY | 05/2012 | Present |
1. 05/29/2012: iTrust Asset Management - Registered Investment Advisor Hybrid - DBA: iTrustAssetManagement - Investment Related - At Reported Business Location(s) - 50% Time Spent - Portfolio Management, Asset Management, Pension Consulting, Financial Planning 2. 01/18/2013: iTrust Asset Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 3. 01/29/2013: WILLIAM B CONNER - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 2% Time Spent - INDEPENDENT INSURANCE AGENT: Life, Health, Disability, LTC 4. 07/02/2013: Nina Farm LLC - Farm - Investment Related - At Reported Business Location(s) - No Time Spent - owner of farm property 5. 11/11/2016: CATAHOULA LAND PLANTATION, INC - Family Business - Not Investment Related - 3320 TATES CREEK ROAD, LEXINGTON, KY 40502 - Start 01/01/1997 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - Co-owner 6. 11/08/2019 - Green Leaves, Inc. - Not investment related - 303 S Rankins St., Natchez, MS 39120 - Business Entity For Tax/Investment Purposes Only - start date:01/01/2012 - 1 hr/mo - 0 hrs during trading. 7. 4/6/2020 - WILLSON PROPERTY, LLC - Investment Related - Morehead, KY 40351 & Mt Sterling, KY 40353 - Real Estate Rental - Started 05/01/2012 - 1 Hour Per Month/0 Hours During Securities Trading - WILLSON PROPERTY LLC OWNS ONE COMMERCIAL BUILDING, and a commercial building lot.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-13 |
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