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836 Euclid Ave. Suite 306, Lexington, KY 40502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2018-01-02 |
Branch Locations
836 Euclid Ave. Suite 306, 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 |
|---|---|---|---|---|
| Proactive Advisors, Llc | Lexington | KY | 06/2008 | Present |
Other business activities: Lawrence York has equity interest in six limited liability companies two of which are investment related. All but one of the companies own real estate. Mr. York's ownership in these companies is the percentage amount shown in parenthesis. The following is a list of Lawrence York's outside business interest: ProActive Partners, LLC, a company wholly owned by Lawrence York, was formed in September 2015 to provide business consulting and financial management services to Mr. York's closely held private company investments. ProActive Partners owns a commercial office suite located on Shaker Drive, Lexington, KY. ProActive Partners provides services to four affiliated limited liability companies in which Mr. York is an owner/partner including: 7168 Falcons Glen, LLC (50%) which owns a real estate property in Naples FL purchased April 2018 with a realtor partner; AM Partners, LLC (50%) formed in March 2013 by Mr. York to be a leasing company for a KY based manufacturing company. It owns a residential real estate property in Lexington, KY; Equity Income Group, LLC (50%) company formed in April 2015 that owns a commercial office suite with a physician partner in Lexington, KY. The administrative office addresses of these companies are at 836 Euclid Ave., Suite 306 Lexington KY 40502. Mr. York restricts his managerial and administrative duties provided to these companies to times before and after market trading hours and weekends as necessary. The time involved in these duties averages approximately 2 hours per month for each LLC as leasing services are outsourced. Mr. York additionally owns an equity interest in two investment-related limited liability companies: the first, Resurrection Treatment Clinics, LLC, (27%) a substance abuse treatment clinic was formed in September 2015. Resurrection is a Lexington, KY based business and is managed by a physician partner. Mr. York and ProActive Partners do not receive compensation and no longer provide business management services to Resurrection. Mr. York now only reviews the banking statements and stays abreast of how the clinic is performing which is all done after market hours. The second investment-related limited liability company is 2101, LLC, (4%) a company formed in October 2014 to purchase 67 acres of land in Versailles, KY that was entering foreclosure. ProActive Advisors has been engaged to provide limited management services to the company to assist with rezoning of the property and to oversee financial matters including tax filings for which the firm is compensated.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-25 |
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