Joel Edwin Godby

Current Employers

Employment History

• 02/2010 → Present
  Lpl Financial Services
  Charlotte, NC
• 02/2010 → 05/2017
  Traditional Bank
  Mt. Sterling, KY
• 05/2017 → Present
  Keystone Financial Group
  Lexington, KY

Other Businesses

1. 5/24/2017 - Keystone Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 05/19/2017 - 40 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through Keystone Financial Group, LLC, an independent investment advisor firm. I started this business activity in May 2017. I expect to spend approximately 40 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. 2. 6/7/2017 - Godby Financial Group - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/30/2017 - 150 Hours Per Month During Securities Trading. 3. 6/9/2017 - Keystone Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/30/2017 - 150 Hours Per Month/6 Hours During Securities Trading. 4. 2/15/2023 - CGM Insurance Company - Investment Related - 2269 Forest Lawn Drive, Florence, KY 41042 - Insurance Agency - Member/Silent Partner - Start Date - 02/01/2023 - 2 Hours Per Month/0 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-24
• S63 Uniform Securities Agent State Law Examination
  1999-07-09

Other Names

• Joel Godby