Best Investors
Account
Sign in
Best Investors
Account
Sign in
527 Wellington Way, Ste 225, Lexington, KY 40503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-04-02 |
Branch Locations
6013 Brownsboro Park Blvd Suite A, Louisville, KY 40207 • United States
527 Wellington Way, Ste 225, Lexington, KY 40503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lexington | KY | 02/2012 | Present |
| Horizon Wealth Management, Llc | Louisville | KY | 03/2016 | 03/2026 |
| Stratos Wealth Partners, Ltd. | Louisville | KY | 06/2025 | 03/2026 |
| Keystone Financial Group, Llc | Lexington | KY | 03/2026 | Present |
1. 09/20/2018 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/07/2018 - 2 hours per month/ during trading 2. 7/6/2020 - GS Financial Planning, LLC - DBA: GS Financial Planning - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Started 05/01/2013 - 0 Hours Per Month - Tax Entity only. 3. 03/10/2026 - Keystone Financial Group, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 03/02/2026 - 40 hours per month/ during trading - I provide investment advisory services to Keystone Financial Group, LLC, an independent investment advisor firm. I started this business activity in 3/2026. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 03/27/2026 - Keystone Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/23/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-22 |
Reach out to this advisor