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2165 Carter Avenue, Ashland, KY 41101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APP_PEND_IARCE | 2026-01-01 |
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 |
|---|---|---|---|---|
| Leif Clarke Wealth Managment Inc | Ashland | KY | 01/2011 | Present |
| Private Client Services | Louisville | KY | 04/2015 | 06/2017 |
1) LEIF CLARKE WEALTH MANAGMENT INC. 2165 CARTER AVENUE, ASHLAND KY 41101. INVESTMENT RELATED, RIA, PRESIDENT. DEVOTING 120 HOURS/MONTH, 75% OF MY TIME DURING TRADING HOURS. 2)BENEFACTOR INSURANCE GROUP, INC. I AM THE SOLE OFFICER AND SHAREHOLDER, NON-INVESTMENT RELATED. 2165 CARTER AVE, ASHLAND, KY 41101. 10/06, OFFERS PRIMARILY GROUP AND INDIVIDUAL HEALTH, PROPERTY & CASUALTY TO GENERAL PUBLIC. APPROX. 2 HRS/DAY DURING TRADING HOURS. 3)RENTAL PROPERTY; NOT INVESTMENT RELATED; 2165 CARTER AVENUE, ASHLAND, KY 41101; RENTAL OF 2ND FLOOR; STARTED 1/1/2012; 1 HR PER MONTH, 0 HRS DURING TRADING; RENTAL INCOME.4.)Ramey Estep Homes, Inc. Board Director member and designated investment professional for Ramey Estep Homes, Inc. 401(k) for which I receive compensation from Fidelity. Ramey Estep Homes, Inc. is a charitable tax exempt business serving troubled youth and is not investment related. Ramey Estep Homes, Inc. is located at 2901 Pigeon Roost Road, Rush, KY 41168. Leif Clarke became a board member on or around 2012. Leif Clarke spends approximately 10 hours per month during trading hours to Ramey Estep related business. As Board President, my duties are to maintain oversite to the Executive Staff.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-29 |
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