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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-05-12 |
Branch Locations
3225 Summit Square Pl Ste 200, Lexington, KY 40509 • United States
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lexington Country Club | Lexington | KY | 06/2019 | 09/2019 |
| Jets Pizza | Lexington | KY | 10/2019 | 05/2020 |
| Bluegrass Lending | Lexington | KY | 06/2020 | 07/2020 |
| Central Equipment | Lexington | KY | 07/2020 | 09/2020 |
| Wild Health | Lexington | KY | 10/2020 | 07/2022 |
| Primerica | Lexington | KY | 08/2022 | 11/2022 |
| New York Life | Lexington | KY | 11/2022 | 01/2023 |
| Fidelity Brokerage Services Llc | Westlake | TX | 04/2023 | 05/2026 |
| Sayre School | Lexington | KY | 03/2013 | 06/2019 |
| Fidelity Investments Strategic Advisers Llc | Boston | MA | 03/2025 | 05/2026 |
| Raymond James Financial Services, Inc. | Lexington | KY | 05/2026 | Present |
| Unemployed | Lexington | KY | 02/2023 | 04/2023 |
| Raymond James Financial Services Advisors, Inc. | Lexington | KY | 05/2026 | Present |
| University Of Kentucky | Lexington | KY | 08/2018 | 12/2022 |
(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: 05/18/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth strategist, assisting in client relationship management, investment process, and financial planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-24 |
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