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9300 Shelbyville Rd. Suite 1310, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-02-04 |
Branch Locations
9300 Shelbyville Rd. Suite 1310, Louisville, KY 40222 • United States
1030 Monarch Street Ste 350, Lexington, KY 40513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brett Construction/Setzer Properties | Lexington | KY | 03/2021 | 12/2023 |
| Full Time Student Athlete In Entirety Of College Career | Lexington | KY | 01/2020 | 09/2024 |
| Meridian Wealth Management | Lexington | KY | 12/2023 | 06/2024 |
| Student | Lexington | KY | 12/2013 | 03/2021 |
| University Of Kentucky | Lexington | KY | 01/2024 | 09/2024 |
| Lpl Financial Llc | Somerset | KY | 09/2024 | Present |
| Kpp Advisory Services Llc | Lexington | KY | 01/2026 | Present |
| Kentucky Planning Partners | Lexington | KY | 01/2026 | Present |
1) 08/23/2024 - Kentucky Planning Partners - DBA for LPL Business (entity for LPL business) - Investment Related - at reported business location(s) 2) Wyatt Real Estate Investments, LLC; Owner/Sole member; Investment Related; 3025 Tates Creek Road Lexington KY 40502; 2023-12-06; 0 Hours per month devoted to business during trading hours; 3 Hours per month devoted to business outside trading hours; 1 Percent of total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-23 |
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