Best Investors
Account
Sign in
Best Investors
Account
Sign in
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-02-20 |
Branch Locations
1029 Monarch St, Unit 130, Lexington, KY 40513 • United States
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lexington | KY | 10/2010 | 02/2025 |
| Keystone Financial Group, Llc | Lexington | KY | 01/2014 | 02/2025 |
| Blueprint Financial Advisors Llc | Nicholasville | KY | 02/2025 | Present |
| Maplewood Investments, Inc. | Nicholasville | KY | 02/2025 | Present |
1. 04/25/2014 - KEYSTONE FINANCIAL GROUP - REGISTERED INVESTMENT ADVISOR - KEYSTONE FINANCIAL GROUP - TIME SPENT 60% - LEXINGTON, KY 2. 09/17/2014 - KEYSTONE FINANCIAL GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - DBA NAME - TIME SPENT 160 HOURS PER MONTH - LEXINGTON, KY 3. 09/15/2014 - KEYSTONE FINANCIAL GROUP, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 160 HOURS PER MONTH - LEXINGTON, KY. 4. 07/01/2019 - Watts Family Properties LLC - Investment Related - PO Box 4031, Lexington KY 40544 & Lexington, KY 40508 - Real Estate Rental - Start Date: 04/30/2019 - 20 Hours Per Month/0 Hours During Securities Trading - Own an LLC that owns rental properties. 5. 3/15/2021 - Bluegrass Investment Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2021 - 0 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-23 |
Reach out to this advisor