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3320 Tates Creek Road Suite 100, Lexington, KY 40502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-03-13 |
| KY | RA | APPROVED | 2023-03-07 |
Branch Locations
3320 Tates Creek Road Suite 100, Lexington, KY 40502 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Lexington | KY | 05/2012 | Present |
| Itrust Asset Management, Llc | Lexington | KY | 05/2012 | Present |
1. 5/22/2012: REGISTERED INVESTMENT ADVISOR - ITRUSTASSETMANAGEMENT - FINANCIAL PLANNING, ASSET MANAGEMENT, PORTFOLIO MANAGEMENT - (HYBRID) ITRUSTASSETMANAGEMENT - TIME SPENT 50% - LEXINGTON, KY. 2. 1/8/2013: NON-VARIABLE INSURANCE - JOHN GETTLER - INDEPENDENT INSURANCE AGENT - TIME SPENT 2% - LEXINGTON, KY. 3. 1/16/2013: DBA ONLY - ITRUST ASSET MANAGEMENT, LLC - LEXINGTON, KY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1981-11-02 |
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