DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at KEYSTONE FINANCIAL GROUP, INC.
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KEYSTONE FINANCIAL GROUP, INC. | Independent wealth | Jun 21, 2004 | n/a | yes | ATLANTA, GA | Current employment |
| TRIAD ADVISORS, LLC | Former SEC adviser | Feb 3, 2003 | Jul 16, 2004 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRIAD ADVISORS, LLC | KEYSTONE FINANCIAL GROUP, INC. | Jul 16, 2004 | Jun 21, 2004 | -25 | Firm change | Other |