Kathy Michelle Keadle

Current Employers

Employment History

• 02/2006 → Present
  Keystone Foundation For Financial Education, Llc
  Senoia, GA
• 10/2007 → Present
  Keystone Properties, Llc
  Senoia, GA
• 05/2005 → Present
  Keystone Financial Services
  Agusta, GA
• 10/2015 → Present
  Independent Financial Group
  Tyrone, GA

Previous Registrations

• 2013-11-14 → 2015-10-27
  Securities America Advisors, Inc.
  Augusta, GA
  Tyrone, GA
  Pooler, GA
• 2011-06-07 → 2013-11-08
  Osaic Fs, Inc.
  Pooler, GA
  Augusta, GA
  Concord, NH
  Tyrone, GA
• 2005-09-26 → 2011-07-01
  Securities America Advisors, Inc.
  Augusta, GA
  Fayetteville, GA
  Augusta, GA
  Senoia, GA
  Pooler, GA
  Newnan, GA
• 2004-07-22 → 2005-07-26
  Equitable Advisors, Llc
  Atlanta, GA

Other Businesses

(1) KEYSTONE FINANCIAL SERVICES, LLC POSITION: OWNER NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2005 ADDRESS: 3714 Executive Center Drive, Martinez GA 30907, United States DESCRIPTION: (1) 100% OWNER OF DBA KEYSTONE FINANCIAL SERVICES, LLC PROVIDING INVESTMENT AND CONSULTING SERVICES SINCE 2005. 99% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (2) KEYSTONE FOUNDATION POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2005 ADDRESS: 3714 Executive Center Drive, Martinez GA 30907, United States DESCRIPTION: (2) 100% OWNER OF KEYSTONE FOUNDATION FOR FINANCIAL EDUCATION A NON-PROFIT PROVIDING WORKSHOPS AT NO COST TO INDIVIDUALS AND COMPANIES SINCE 2007. NON-INVESTMENT RELATED. 1% TIME SPENT. BUSINESS CONDUCTED IN TYRONE, GA. (3) KEYSTONE POWER COMPANY FINANCIAL PLANING TEAM-MARKETING NAME POSITION: I am the owner of the DBA Keystone financial Services and I just want to use Keystone Power Company financial Planning Team as a marketing tag line NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 05/01/2020 ADDRESS: 3714 Executive Center Drive, Martinez GA 30907, United States DESCRIPTION: No Real duties as in all duties will be done through KFS but the keystone power company team is just a tag line that we are going to use to identify some of our advisors that work with the power company employees (4) MURPHY MEADOWS NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/02/222 ADDRESS: 3714 Executive Center Dr. Martinez, GA 30907 DESCRIPTION: OUTSIDE INSURANCE. (5) KEYSTONE TAX PREPARATION LLC POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/09/2023 ADDRESS: 3714 Executive Center Drive, Martinez GA 30907, United States DESCRIPTION: I am the only person on the LLC. I will be emailing out existing client an email informing them that we are now providing tax preparation at an additional expense. I have hired individuals that will be a 1099 employee that will be doing the tax preparation. They will be working with the clients through zoom meetings, uploading documents to right capital for their review. (6) KEYSTONE PROPERTY DEVELOPMENT POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2023 ADDRESS: St. James City FL 33956, United States DESCRIPTION: Rental Property.

Exams

• S66 Uniform Combined State Law Examination
  2004-04-02

Other Names

• Kathy Michelle Moron-Phillips
• Kathy Michelle Moran-Phillips