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1040 Monarch St., 3Rd Floor, Lexington, KY 40513 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-11-09 |
Branch Locations
1040 Monarch St., 3Rd Floor, Lexington, KY 40513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Trust / Unified Trust Company | Lexington | KY | 01/2017 | 05/2022 |
| American Trust / Unified Trust Company | Lexington | KY | 01/2016 | 01/2017 |
| Blue Castle Wealth, Llc | Lexington | KY | 05/2022 | Present |
| Leet Brothers Investments, Llc | Versailles | KY | 03/2025 | Present |
Name of Business: Leet Brothers Investments, LLC Investment-Related: Yes Address: 4002 Citation Circle, Versailles, KY 40383 Nature of Business: Real estate investment and property management Position/Title: Partner Start Date: March 7, 2025 Approximate Hours/Month: Inactive (0 hours/month) Hours During Securities Trading Hours: 0 Description of Duties: Oversight of real estate investment strategy and property operations. No active involvement or daily responsibilities at this time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-07 |
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