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2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-17 |
| KY | RA | APPROVED | 2019-09-12 |
Branch Locations
2365 Harrodsburg Road, Suite B100, Lexington, KY 40504 • United States
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • UNITED STATES
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lexington Investment Company, Inc. (Bd) | Lexington | KY | 06/1990 | 12/2019 |
| Sunbelt Securities Inc | Houston | TX | 09/2019 | Present |
| Lexington Investment Company Inc (Ria) | Lexington | KY | 06/1990 | 12/2019 |
1) LexInvest Wealth Advisors (DBA): Investment related. 2365 Harrodsburg Rd, Ste B100, Lexington KY 40504. DBA under Sunbelt Securities, Inc. Registered Representative / Investment Advisor. DBA, Doing Business As. Start: 07/2019 DBA 09/2019. Commissions through Sunbelt. 20 hours a week, during trading hours. 2) Investment Associates, LLC (OBA): Investment Related. 2365 Harrodsburg Rd, Ste B100, Lexington KY 40504. Office Leasing and maintaining office space and employing personnel for DBA LexInvest Wealth Advisors. Member. No relationship. Start: 07/2019. Rent liability for 2 years. 1 hours a week, during trading hours. 3) LexInvest Limited Liability Company (OBA): Investment related. 321 Dudley Rd, Lexington, KY 40502. Owning entity of "LexInvest Wealth Advisors" brand and website domain. Member. Start 07/2019. No relationship. No compensation. 1 hours a week, during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-02-26 |
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