Lance Cherry has been an investment adviser representative at Markowski Brothers Holding since March 2019, and is not listed among the firm’s executive officers or direct owners.
Markowski Brothers Holding Corporation is a firm with $474M under management, 1,275 clients and 11 advisers across 9 offices, as of its March 2026 filing.
Lance Cherry’s longest registration is the current one, 7 years at Markowski Brothers Holding since 2019. Before joining Markowski Brothers Holding in 2019, Lance Cherry was registered through Truth of Investing LLC and Caitlin John, LLC.
- Markowski InvestmentsCurrent– present · 7 yearsMurray, KY · Adviser representative · Firm CRD 141883
- Truth of Investing LLC– · under a yearMurray, KY · Adviser representative · Firm CRD 284566
- Truth of Investing LLC– · under a yearMurray, KY · Adviser representative · Firm CRD 284566
- Caitlin John, LLC– · 1 yearMurray, KY · Adviser representative · Firm CRD 154494
- Curian Capital, LLC– · 3 yearsDenver, CO · Adviser representative · Firm CRD 120270
Investment adviser representative registrations
Lance Cherry is registered as an investment adviser representative in Kentucky, since April 2019.
- KentuckySince 11 April 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 1 March 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 June 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 February 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Lance Dee Cherry
- CRD
- 5274747
- Firm
- Markowski Brothers Holding · CRD 141883
- Office
- 518 S. 12th Street, Murray, KY 42071
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Lance Cherry work?
Lance Cherry is an investment adviser representative registered through Markowski Brothers Holding Corporation since March 2019, and is not listed among the firm’s executive officers or direct owners.
Is Lance Cherry a financial advisor?
Yes. Lance Cherry has a current investment-adviser registration in Kentucky, through Markowski Brothers Holding since March 2019.
How many years of experience does Lance Cherry have?
Lance Cherry has 12 years in the financial industry, since November 2013, across 4 adviser firms.
What exams has Lance Cherry passed?
Lance Cherry has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in February 2007. FINRA credited Lance Cherry with the SIE, which began in October 2018.
Where did Lance Cherry work before Markowski Brothers Holding?
Before Markowski Brothers Holding, Lance Cherry was registered through Truth of Investing LLC, September 2018 to December 2018; Caitlin John, LLC, November 2016 to September 2018; Curian Capital, LLC, March 2013 to March 2016.
Where is Lance Cherry based?
Lance Cherry’s registered office is in Murray, KY.
Is Lance Cherry registered with FINRA?
No. Lance Cherry has no current broker registration.
How can I verify Lance Cherry’s record?
Search CRD 5274747 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lance Cherry’s full registration record.
