Best Investors Account Sign in
Current Employers
Kpp Advisory Services Llc

9300 Shelbyville Rd. Suite 1310, Louisville, KY 40222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-31
KY RA APPROVED 2023-04-24
  • TX RA
    APPROVED_RES
    Since 2025-01-31
  • KY RA
    APPROVED
    Since 2023-04-24

Branch Locations

9300 Shelbyville Rd. Suite 1310, Louisville, KY 40222 • 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
Captains Quarters Riverside Grille Prospect KY 08/2014 08/2019
Mariah's Bowling Green KY 08/2019 11/2019
Kentucky Planning Partners Louisville KY 04/2020 Present
Que Buenos Restaurant Bowling Green KY 09/2020 03/2021
Unemployed Goshen KY 11/2019 04/2020
Student Bowling Green KY 08/2018 05/2022
Lpl Financial Llc Louisville KY 04/2020 Present
North Oldham High School Goshen KY 08/2014 05/2018
  • 08/2014 → 08/2019
    Captains Quarters Riverside Grille
    Prospect, KY
  • 08/2019 → 11/2019
    Mariah's
    Bowling Green, KY
  • 04/2020 → Present
    Kentucky Planning Partners
    Louisville, KY
  • 09/2020 → 03/2021
    Que Buenos Restaurant
    Bowling Green, KY
  • 11/2019 → 04/2020
    Unemployed
    Goshen, KY
  • 08/2018 → 05/2022
    Student
    Bowling Green, KY
  • 04/2020 → Present
    Lpl Financial Llc
    Louisville, KY
  • 08/2014 → 05/2018
    North Oldham High School
    Goshen, KY
Other Businesses

1.08/06/2025 - Kentucky Planning Partners, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Star date: 04/20/2020 - 175hrs/mnth 130Hrs during Trading 2)08/13/2025 - KPP Advisory Services - Registered Investment Advisor Hybrid - Inv Rel - At Reported Business Location(s) - Start Date - 01/01/2023 - 175 Hours Per Month/130 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through KPP Advisory Services, an independent investment advisor firm. I started this business activity in 1/2023. I expect to spend approximately 175 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-11-07
S65 Uniform Investment Adviser Law Examination 2022-05-02
  • S63 Uniform Securities Agent State Law Examination
    2022-11-07
  • S65 Uniform Investment Adviser Law Examination
    2022-05-02
Designations
Other Names
  • Miles Moskwa

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Louisville, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor