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527 Wellington Way, Ste 225, Lexington, KY 40503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2017-10-16 |
Branch Locations
2201 Regency Road, Suite 304, Lexingtin, KY 40503 • United States
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 |
|---|---|---|---|---|
| J.R. Young Co., Inc | Lexington | KY | 07/2014 | Present |
| Keystone Financial Group, Llc | Lexington | KY | 08/2017 | Present |
| Lpl Financial, Llc | Lexington | KY | 01/2002 | Present |
1. 09/22/2014 - JR YOUNG CO INC./ DBA ONLY/ 100%/ LEXINGTON, KY 2. 3/6/2018 - Keystone Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 11/1/2017 - 100 Hours Per Month/80 Hours Securities During Trading - I provide investment advisory services thru Keystone Financial Group, LLC, an independent investment advisor firm. I started this business activity in March 2018. I expect to spend approximately 100 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. 01/08/2024 - Duvall Financial LLC - Non-Investment Related - At Reported Business location(s) - Business Entity For Tax/Investment Purposes Only - Started: 1/1/2024 - 160 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-02 |
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