Best Investors Account Sign in
Inactive

Lawrence St John York

Proactive Advisors, LLC

Lexington, KY

Claim This Profile
Current Employers
Proactive Advisors, Llc

836 Euclid Ave. Suite 306, Lexington, KY 40502 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-01-01
TX RA APPROVED_RES 2018-01-02
  • KY RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2018-01-02

Branch Locations

836 Euclid Ave. Suite 306, Lexington, KY 40502 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Proactive Advisors, Llc Lexington KY 06/2008 Present
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-11
S63 Uniform Securities Agent State Law Examination 1984-05-25
  • S65 Uniform Investment Adviser Law Examination
    2012-09-11
  • S63 Uniform Securities Agent State Law Examination
    1984-05-25
Other Names
  • Lawrence Stjohn York

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lexington, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor