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527 Wellington Way, Ste 225, Lexington, KY 40503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2017-10-16 |
Branch Locations
2201 Regency Road, Suite 304, Lexington, KY 40503 • United States
527 Wellington Way, Ste 225, Lexington, KY 40503 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-10-06 |
| KY | RA | APPROVED | 2002-01-23 |
Branch Locations
2201 Regency Road Suite 304, Lexington, KY 40503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco Private Ledger Corp | Lexington | KY | 01/2002 | Present |
| Lpl Financial Llc | Lexington | KY | 02/2006 | Present |
| Keystone Financial Group, Llc | Lexington | KY | 08/2017 | Present |
(1) 01/16/2002: No Business Name - DBA for LPL Business (entity for LPL business) - JR YOUNG CO INC. - INV REL - At Reported Business Location(s) - 75% Time Spent (2) 12/14/2009: No Business Name - Non-Variable Insurance - INV REL - At Reported Business Location(s) - Sell fixed products outside of LPL. - 15% Time Spent (3) 07/07/2015: Young Brothers Farms LLC - farm - NOT INV REL - Start 07/01/2015 - 1256 Young Farm Road, Caneyville, KY 40503 - I own 50% of this LLC. This was developed from a farm that my brother and I inherited from my father. We set up a LLC in order to protect this from creditors. - 15 Hr/Mo; 0 Hours During Securities Trading - Co-Owner of Farm - Young Brothers Farms LLC (4) 06/30/2016: J. R. Young Co. Inc. - Insurance Agency - J. R. Young Co. Inc. - INV REL - Start 01/01/1975 - 2201 Regency Road, Suite 304, Lexington, KY 40503 - We transact life insurance, disability insurance and occasionally long term care insurance and fixed annuities under the name of J. R. Young Co. Inc. No other person has interest in this company. It is a registered insurance agency. This is not an RIA. - 25 Hr/Mo; 1 Hour During Securities Trading - Insurance Agency (5) 3/6/2018 - Keystone Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date:11/1/2017 - 175 Hours Per Month/8 Hours During Trading. (6) 05/09/2024 - FLMST Capital Management Group, LLC - For-Profit Board Member - Not Investment Related - Home Based - Start Date 08/01/2022 - 5 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-06 |
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