Robert Alan Davenport

Current Employers

Employment History

• 12/2006 → Present
  Lpl Financial, Llc
  Louisville, KY
• 09/2017 → Present
  Kpp Advisory Services Llc
  Louisville, KY

Previous Registrations

• 2001-06-01 → 2002-12-31
  Equitable Advisors, Llc
  Louisville, KY

Other Businesses

1. 10/22/2013 - KENTUCKY PLANNING PARTNERS, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - MR. DAVENPORT IS AN IAR. 2. 9/8/2014 - RAD FINANCIAL - Investment Related - At Reported Business Location(s) - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - Started 08/14/2014 - 2 HOURS PER MONTH/0 HOURS DURING SECURITIES TRADING. 3. 11/2/2017 - KPP Advisory Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 10/02/2017 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through KPP Advisory Services LLC, an independent investment advisor firm. I started this business activity in 10/2017. 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. 4. 01/25/2018 - Kentucky Planning Partners (KPP) - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - We are wanting to start using Crump again for some of our fixed insurance cases. I would be writing this insurance in joint work cases with Andy Southworth and Ken O'Neil, both are advisors in the KPP office. They of course will submit new OBA's as well. Crump would pay KPP, then KPP would pay the advisors after we take a reasonable override of 20%. None of us are owners of Crump in any way, They are merely a large General Agency. - Start Date 01/09/2018 - 3 Hours Per Month / 0 Hours During Trading - Fixued annuities, life insurance, long term care insurance. 5. 6/2/2021 - Levinson and Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 06/11/2021 - 2 Hours Per Month/1 Hour During Securities Trading - Fixed life insurance. 6. 07/29/2021 - Team Jedi Properties, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 08/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Team Jedi Properties LLC is 1/8th of Destin Sandestin Hospitality, LLC. 7. 12/5/2022 - ROKE Properties, LLC - Not Investment Related - 406 East Mt. Vernon Street Somerset, KY 42501-91 - Business Entity For Tax/Investment Purposes Only - Start Date - 12/15/2022 - 0 Hours Per Month/0 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-09
• S63 Uniform Securities Agent State Law Examination
  1989-11-06

Designations

Other Names

• Rob Davenport