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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-09-05 |
Branch Locations
3225 Summit Square Place Suite 200, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Spacia Group | Louisville | KY | 09/2014 | 09/2016 |
| Jpmorgan Chase Bank | Lexington | KY | 09/2016 | 04/2018 |
| Jp Morgan Securities Llc | Lexington | KY | 09/2016 | 04/2018 |
| Jjb Hilliard, Wl Lyons, Llc | Louisville | KY | 04/2018 | 10/2019 |
| Robert W. Baird & Co. Inc. | Lexington | KY | 10/2019 | 09/2024 |
| Raymond James Financial Services, Inc. | Lexington | KY | 09/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Lexington | KY | 09/2024 | Present |
| Summit Square Partners Llc Dba Fresca Keller Wealth | Lexington | KY | 09/2024 | Present |
| Lexington Private Wealth & Family Office | Lexington | KY | 01/2025 | 02/2025 |
(1) Name of Business: Vine Street Private Wealth & Family Office Address: 3225 Summit Square Pl. Ste 200, Lexington, KY, 40509, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/28/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: creating new business name to be uses DBA. Vine Street,Vine Street Private Wealth & Family offi ce.www.vinestreet.com. note website in development, is notactive yet. will follow approval process within CSP forwebsite approval prior to publishing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-28 |
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