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1792 Alysheba Way Suite 100, Lexington, KY 40509 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-19 |
| WV | RA | APPROVED | 2024-02-26 |
| TN | RA | APPROVED | 2024-02-05 |
| KY | RA | APPROVED | 2024-01-31 |
| VA | RA | APPROVED | 2024-01-31 |
Branch Locations
1792 Alysheba Way Suite 100, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lexington Financial | Lexington | KY | 04/2023 | Present |
| The Press | Lexington | KY | 11/2018 | 11/2021 |
| Stelter Academy | Irvine | KY | 08/2012 | 11/2018 |
| Lexington Financial Advisors | Lexington | KY | 11/2021 | Present |
In November 2021, Aaron began serving as an insurance agent with Lexington Financial. This investment-related business operates from the same location as Triple Crown. Aaron works approximately 7 hours a week as an insurance agent and speaks with clients about insurance policies as well as working with the insurance companies to get quotes and get the policies issued. Also during November 2021, Aaron began working as an associate at Lexington Financial Advisors learning the customers, helping with the paperwork, and learning about investing and securities. This company also operates from the same location as Triple Crown and is investment-related. Aaron works approximately 1 hour a week at tasks for Lexington Financial Advisors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-27 |
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