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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-05-12
  • KY RA
    APPROVED
    Since 2026-05-12

Branch Locations

3225 Summit Square Pl Ste 200, Lexington, KY 40509 • United States

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lexington, KY • United States

One Destiny Way, Westlake, TX 76262-8103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2019 → 09/2019
    Lexington Country Club
    Lexington, KY
  • 10/2019 → 05/2020
    Jets Pizza
    Lexington, KY
  • 06/2020 → 07/2020
    Bluegrass Lending
    Lexington, KY
  • 07/2020 → 09/2020
    Central Equipment
    Lexington, KY
  • 10/2020 → 07/2022
    Wild Health
    Lexington, KY
  • 08/2022 → 11/2022
    Primerica
    Lexington, KY
  • 11/2022 → 01/2023
    New York Life
    Lexington, KY
  • 04/2023 → 05/2026
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2013 → 06/2019
    Sayre School
    Lexington, KY
  • 03/2025 → 05/2026
    Fidelity Investments Strategic Advisers Llc
    Boston, MA
  • 05/2026 → Present
    Raymond James Financial Services, Inc.
    Lexington, KY
  • 02/2023 → 04/2023
    Unemployed
    Lexington, KY
  • 05/2026 → Present
    Lexington, KY
  • 08/2018 → 12/2022
    University Of Kentucky
    Lexington, KY
Previous Registrations
  • 2024-11-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dallas, TX
    Westlake, TX
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-07
S63 Uniform Securities Agent State Law Examination 2023-08-24
  • S66 Uniform Combined State Law Examination
    2024-11-07
  • S63 Uniform Securities Agent State Law Examination
    2023-08-24
Other Names
  • Marcus Benjamin Bowie
  • Marcus Bowie

View on SEC IAPD

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