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527 Wellington Way, Ste 225, Lexington, KY 40503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-01-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Toyota Motor Corporation | Ypsilanti | MI | 07/2015 | 08/2024 |
| Lpl Financial Llc | Lexington | KY | 11/2025 | Present |
| Student | Lexington | KY | 09/2024 | 10/2025 |
| Keystone Financial Group | Lexington | KY | 10/2025 | Present |
1- 12/2025 / Keystone Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 160 hrs during trading / At reported business location(s) 2- 01/20/2026 - Keystone Financial Group - Registered Investment Advisor Hybrid - Associate Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/03/2025 - 160 hours per month/ during trading - I provide investment advisory services to Keystone Financial Group, an independent investment advisor firm. I started this business activity in 1/2026. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-05 |
| S66 | Uniform Combined State Law Examination | 2025-09-05 |
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