Michael Patrick Petrosky

Employer firm

Pcg Wealth Management CRD 290977

$931M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → 07/2018
  Waddell & Reed, Inc.
  Louisville, KY
• 09/2006 → 07/2018
  Various Insurance Carriers For W & R Insurance Agencies
  Prospect, KY
• 10/2005 → Present
  Michael Petrosky
  Louisville, KY
• 01/2012 → Present
  Michael P Petrosky Pllc
  Louisville, KY
• 03/2015 → Present
  Petrosky Apartments Llc
  Louisville, KY
• 07/2018 → Present
  Lpl Financial, Llc
  Louisville, KY
• 09/2021 → Present
  Pcg Wealth Advisors, Llc (Dba Limestone Wealth Management)
  Louisville, KY

Previous Registrations

• 2006-08-07 → 2018-08-03
  Waddell & Reed
  Louisville, KY
  Louisville, KY
  Charleroi, PA

Other Businesses

1. 7/26/2018 - Limestone Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 08/01/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 7/26/2018 - No Business Name - Investment Related - 4606 Southern Pkwy Louisville, KY 40214 - Real Estate Rental - Owner/Landlord - Time Spent 1%. 3. 7/26/2018 - Petrosky Apartments LLC - Investment Related - Home Based & Louisville, KY 40214 - Real Estate Rental - President/Landlord - Started 04/01/2015 - Time Spent 10%. 4. 7/26/2018 - No Business Name - Investment Related - Home Based - Non-Variable Insurance - Agent - Stated 09/01/2006 - 8 Hours Per Month/2 Hours During Securities Trading - Time Spent 20% - Term, fixed annuity, LTC 5. 7/26/2018 - Michael P Petrosky, PLLC - Investment Related - Louisville, KY - Business Entity For Tax/Investment Purposes Only - Started 01/01/2012 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - Business entity. 6. 10/15/2018 - CRUMP, ASSOCIATES OF CLIFTON PARK - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:10/03/2018 - 5 Hours Per Month/5 Hours During Trading. 7. 9/23/2021 - PCG Wealth Advisors, LLC - DBA: LIMESTONE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/23/2021 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 9/23/2021 - PCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/23/2021 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 10/28/2022 - PETROSKY MARINE LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 08/02/2022 - 0 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-04

Other Names

• Michael Petrosky