Martin Lynn Walthers

Current Employers

Employment History

• 03/2006 → 01/2021
  Robert H.CLarkson Financial Services, Inc.
  Lousiville, KY
• 11/2007 → Present
  Lpl Financial Llc (F/K/A Linsco/Private Ledger)
  Louisville, KY
• 11/2007 → 01/2021
  Fh Clarkson Financial Services, Inc
  Louisville, KY
• 09/2017 → Present
  Kpp Advisory Services Llc
  Louisville, KY

Previous Registrations

• 2007-04-27 → 2007-12-12
  Investment Advisors International, Inc.
  Louisville, KY

Other Businesses

1. 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. 2. 2/25/2021 - LEVINSON & ASSOC - Investment Related - 3010 LONE WOLF CT., NEW ALBANY, IN 47150 - Non-Variable Insurance - Agent - Started 02/15/2021 - 4 Hours Per Month/2 Hours During Securities Trading - Independent agent writing fixed life insurance products through General Agency. 3. 3/25/2021 - Kentucky Planning Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 3/23/2021 - 100 Hours Per Month/8 Hours During Securities Trading. 4. 5/19/2021 - AgentLink - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 6/1/2021 - 4 Hours Per Month/4 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-30
• S63 Uniform Securities Agent State Law Examination
  2000-08-08

Other Names

• Marty Walthers