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9300 Shelbyville Rd. Suite 1310, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-05-22 |
Branch Locations
9300 Shelbyville Rd. Suite 1310, Louisville, KY 40222 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetime Financial Growth | Louisville | KY | 06/2021 | 03/2026 |
| Carr, Riggs, & Ingram | Bowling Green | KY | 01/2021 | 04/2021 |
| Ernst & Young | Nashville | TN | 01/2020 | 03/2020 |
| State Of Tennessee Finance And Administration | Nashville | TN | 06/2019 | 08/2019 |
| Land Air Express | Bowling Green | KY | 05/2016 | 05/2017 |
| Arizona State University | Tempe | AZ | 08/2017 | 12/2017 |
| Western Kentucky University | Bowling Green | KY | 01/2018 | 05/2021 |
| Greenwood High School | Bowling Green | KY | 08/2013 | 05/2017 |
| Olde Stone Llc | Bowling Green | KY | 05/2017 | 08/2017 |
| Guardian Life Insurance Company | Owensboro | KY | 06/2021 | 05/2023 |
| Park Avenue Securities | Owensboro | KY | 06/2021 | 05/2023 |
| Guardian Life Insurance Company | Louisville | KY | 05/2023 | 04/2026 |
| Park Avenue Securities | Louisville | KY | 05/2023 | 04/2026 |
| Lpl Financial Llc | Louisville | KY | 04/2026 | Present |
| Kpp Advisory Services Llc | Louisville | KY | 04/2026 | Present |
1.04/02/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Kentucky Planning Partners; Investment Related; at Reported Business Location(s); Start Date 03/27/2026; 160hrs/mth; 160hrs during trading 2.05/29/2026; (Hybrid) KPP Advisory Services LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 03/27/2026; 160hrs/mth; 160hrs during trading; I will be in the role of a financial advisor for my clients. In this role, my activity will be primarily focused on financial planning which includes: asset management, tax planning, budgeting, financial literacy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-27 |
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