Sheree Long Bollinger

Current Employers

Legacy Financial Independent Advisors Llc

100 Mallard Creek Rd Suite 402, Louisville, KY 40207 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2023-01-26

KY RA
APPROVED

Since 2023-01-26

Branch Locations

100 Mallard Creek Rd Suite 402, Louisville, KY 40207 • 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

Organization	City	State	From	To
First Kentucky Securities Corp.	Louisville	KY	08/2005	01/2023
Legacy Financial Independent Advisors Llc	Louisville	KY	01/2023	Present

08/2005 → 01/2023

First Kentucky Securities Corp.

Louisville, KY
01/2023 → Present

Legacy Financial Independent Advisors Llc

Louisville, KY

Previous Registrations

2005-11-02 → 2023-01-13

First Kentucky Securities Corporation

Louisville, KY

Louisville, KY
2005-04-12 → 2005-08-01

Wells Fargo Clearing Services, Llc

Louisville, KY

Other Businesses

(1) PSB Holdings, LLC 6513 Mount Batten Court Prospect, KY 40059 Partner/Real Estate Not Investment Related Start date October 2005 0 hours No compensation (2) Green Hill Therapy Board Member/Treasurer 1410 Long Run Road Louisville, KY 40245 Start Date January 2018 Not Investment Related No Compensation Approx 10 Hours per month (3) Social Circle Stables LLC Horse syndicate Partner Compensation/Partners shares reported on k1 0 hours Start Date: 01/2025

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-04-26
S63	Uniform Securities Agent State Law Examination	1986-02-07

S65 Uniform Investment Adviser Law Examination

1996-04-26
S63 Uniform Securities Agent State Law Examination

1986-02-07

Other Names

Sheree Theresa Long

View on SEC IAPD