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527 Wellington Way, Ste 225, Lexington, KY 40503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2014-05-21 |
Branch Locations
527 Wellington Way, Ste 225, Lexington, KY 40503 • United States
38 Public Square, Somerset, KY 42501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Somerset | KY | 05/2014 | Present |
| Keystone Financial Group, Llc | Somerset | KY | 05/2014 | Present |
1. 5/19/2014: KEYSTONE FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 6/2/2014: TOWN SQUARE INVESTMENTS - Not Investment Related - At Reported Business Location(s) - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 05/19/2014 - 4 Hours Per Month/0 Hours During Securities Trading. 3. 6/17/2014: KEYSTONE FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR - IAR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-08-29 |
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