Whitney Taylor Greer

Current Employers

Employment History

• 08/1999 → Present
  Cumberland Valley National Bank
  Lodnon, KY
• 08/2014 → 01/2025
  Cetera Investment Services Llc
  St.CLoud, MN
• 10/2014 → 01/2025
  Cetera Investment Advisers Llc
  Lexington, KY
• 01/2025 → Present
  Cumberland Valley Investments
  Lexington, KY
• 01/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Lexington, KY
• 01/2025 → Present
  Raymond James Financial Services, Inc.
  Lexington, KY
• 08/1999 → Present
  Cumberland Valley National Bank And Trust Company
  Lexington, KY

Previous Registrations

• 2014-10-03 → 2025-01-17
  Cetera Investment Advisers Llc
  Lexington, KY
  Schaumburg, IL
  Lexington, KY

Other Businesses

(1)Name of Business: Address: 774 CHinoe Road, Lexington, KY, 40502, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Rental property manager Landlord (2)Name of Business: Cumberland Valley Financial Corporation Address: 100 South Main Street, Lndon, KY, 40741, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director, Committee Member Investment Related: Yes Start Date: 01/01/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am a director of Cumberland Valley FInancial Corporation the holding company of CVNB. I am a member of the title company committee under CVFC. (3)Name of Business: Cumberland Valley Financial Corporation Address: 1721 Nicholasville Road, Lexington, KY, 40503, United States Activity Type: Business Owner Position/Title: Officer - Vice President, Owner/Proprietor Investment Related: Yes Start Date: 01/01/2004 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am an owner of a small percentage and a board member (4)Name of Business: Elmo Greer Capital LLC Address: 275 Little falls Lane, London, KY, 40741, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 07/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Family LLC that I am partial owner and not a manager (5)Name of Business: Sunset Rental LLC Address: 774 Chinoe Road, Lexington, KY, 40502, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/01/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: I own and manage rental property in St Pete Beach FL

Exams

• S66 Uniform Combined State Law Examination
  2014-09-30

Other Names

• Whitney Taylor Greer
• Whitney Taylor Greer-Stokes
• Whitney Sisson
• Whitney Greer