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9300 Shelbyville Rd. Suite 1310, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-31 |
| KY | RA | APPROVED | 2023-04-24 |
Branch Locations
9300 Shelbyville Rd. Suite 1310, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-07 |
| S65 | Uniform Investment Adviser Law Examination | 2022-05-02 |
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