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Keystone Financial Group, Inc. CRD 129301
$247M regulatory AUM 19 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6849 Peachtree Dunwoody Road Building A1, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2004-06-21 |
Branch Locations
6849 Peachtree Dunwoody Road Building A1, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Large & Gilbert Pc | Atlanta | GA | 07/1987 | Present |
| Keystone Financial Group, Inc. (L&G Financial Services, Inc.) | Atlanta | GA | 07/1999 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 03/2007 | 11/2017 |
1)GSG 1; ATLANTA, GA; NON INV RELATED; COMMERCIAL PROPERTY RENTAL COMPANY; 1 BUILDING & RENT SPACE TO TENANTS; MEMBER; 50% OWNER; 12/2004; 1-5 HRS/MTH; 0 DURING TRADING. 2)GILBERT & SAVAGE, LLC; ATLANTA, GA; NON INVEST RELATED; COMMERCIAL RENTAL PROPERTY; PARTNER; 50% OWNER; 1996; 1 HR/MTH. 3)GSG PROPERTIES II LLC; GSG PROPERTIES III LLC; GSG PROPERTIES IV LLC; ATLANTA, GA; ALL ARE NON INVEST RELATED; COMMERCIAL RENTAL PROPERTIES; PARTNER; 50% OWNER; SINCE 1998; 1 HR/MTH FOR EACH; 0 DURING TRADING. 4)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 5)L&G TECHNOLOGY SOLUTIONS, INC., 6849 PEACHTREE DUNWOODY RD, BLDG B-2, ATLANTA, GA 30328. BEGAN 12/28/1995 AS A VICE PRESIDENT THAT SELLS RESELL CONSTRUCTION ACCOUNTING SOFTWARE. NOT INVESTMENT RELATED. 2HR/YR, 0/TRADE. 6) HOLDING COMPANY FOR INVESTMENTS,RESOURCE INFUSION GROUP, LLC, 6849 PEACHTREE DUNWOODY RD, BUILDING A-2, ATLANTA, GA 30328, MEMBER SINCE 6/24/11, NON-INVESTMENT RELATED, 10 HOURS YEARLY NONE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-01-13 |
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