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527 Wellington Way, Ste 225, Lexington, KY 40503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-02-01 |
Branch Locations
6013 Brownsboro Park Blvd Suite A, Louisville, KY 40207 • 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 |
|---|---|---|---|---|
| Lpl Financial | Louisville | KY | 10/2010 | Present |
| Keystone Financial Group | Louisville | KY | 02/2024 | Present |
1. 03/25/2019 - Centris Wealth Management, LLC - Investment related - At reported business location(s) - DBA for Keystone Financial Group - start date:03/01/2019 - 70 hrs/mo - 70 hrs during trading. 2. - Walnut Farm LLC - non investment related - no hours during trading hours - Manager of walnut tree farm.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-11-15 |
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