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Danielle Marie Gerbracht

Keystone Financial Group, LLC

Lexington, KY

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Current Employers
Keystone Financial Group, Llc

527 Wellington Way, Ste 225, Lexington, KY 40503 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2023-08-21
  • KY RA
    APPROVED
    Since 2023-08-21

Branch Locations

527 Wellington Way, Ste 225, Lexington, KY 40503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Descanso Gardens La Canada CA 05/2016 03/2017
Pasja International, Llc La Canada CA 05/2015 08/2023
Morgan Stanley Smith Barney Llc Lexington KY 04/2017 08/2023
Morgan Stanley Private Bank, N.A. New York NY 06/2017 08/2023
Keystone Financial Group Lexington KY 08/2023 Present
Lpl Financial Lexington KY 08/2023 Present
  • 05/2016 → 03/2017
    Descanso Gardens
    La Canada, CA
  • 05/2015 → 08/2023
    Pasja International, Llc
    La Canada, CA
  • 04/2017 → 08/2023
    Morgan Stanley Smith Barney Llc
    Lexington, KY
  • 06/2017 → 08/2023
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 08/2023 → Present
    Keystone Financial Group
    Lexington, KY
  • 08/2023 → Present
    Lpl Financial
    Lexington, KY
Previous Registrations
  • 2017-06-23 → 2023-08-25
    Los Angeles, CA
    Beverly Hills, CA
    Lexington, KY
Other Businesses

1- 08/2023 / Keystone Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related 2- 08/29/2023 - Keystone Financial Group, LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 08/16/2023 - 160 Hours Per Month/ 6.5 Hours During Trading - I provide investment advisory services through Keystone Financial Group, LLC, an independent investment advisor firm. I started this business activity in 8/2023. 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. 3- 10/16/2024 - Other - Equestrian - Not Investment Related - Lexington, KY - Start Date 10/13/2024 - 12 Hours Per Month/ 4 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-23
  • S66 Uniform Combined State Law Examination
    2017-06-23

View on SEC IAPD

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