James Spencer Templin

Current Employers

Employment History

• 05/2005 → 06/2017
  J.J.B. Hilliard, W.L. Lyons, Inc
  Lexington, KY
• 06/2017 → Present
  Keystone Financial Group
  Lexington, KY
• 06/2017 → Present
  Lpl Financial, Llc
  Lexington, KY

Previous Registrations

• 2005-08-11 → 2017-06-27
  J.J.B. Hilliard, W.L. Lyons, Llc
  Lexington, KY
  Lexington, KY

Other Businesses

1. 06/16/2017 - KEYSTONE FINANCIAL GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ LEXINGTON, KY 2. 6/21/2017 - KEYSTONE FINANCIAL GROUP LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Deate: 6/30/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Keystone Financial Group, LLC, an independent investment advisor firm. I started this business activity in June 2016. I expect to spend approximately 160 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. 3. 2/4/2021 - Spencer Templin Sol Prop - Investment Related - Bert T Combs Parkway, Stanton KY - Real Estate Rental - Started 01/14/2021 - 1 Hour Per Month During Securities Trading - Billboards on acreage I own. 4. 04/24/2024 - WP 541 - Real Estate Rental - Investment Related - Pigeon Forge, TN - Start Date 06/01/2022 - 2 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2005-08-10

Other Names

• Spencer Templin