Best Investors Account Sign in
Current Employers
Kpp Advisory Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2021-12-20
  • KY RA
    APPROVED
    Since 2021-12-20

Branch Locations

2501 Crossings Blvd Ste 255, Bowling Green, KY 42104 • United States

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
Veritas Financial Solutions Llc Bowling Green KY 07/2014 Present
Guardian Life Insurance Company Owensboro KY 08/2016 12/2020
Park Avenue Securities Owensboro KY 01/2018 12/2020
Lpl Financial Llc Louisville KY 08/2021 Present
Kpp Advisory Services Llc Bowling Green KY 08/2021 Present
  • 07/2014 → Present
    Veritas Financial Solutions Llc
    Bowling Green, KY
  • 08/2016 → 12/2020
    Guardian Life Insurance Company
    Owensboro, KY
  • 01/2018 → 12/2020
    Park Avenue Securities
    Owensboro, KY
  • 08/2021 → Present
    Lpl Financial Llc
    Louisville, KY
  • 08/2021 → Present
    Bowling Green, KY
Other Businesses

1) 08/12/2021 - KENTUCKY PLANNING PARTNERS, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 08/12/2021 - Veritas Financial Solutions, LLC - personal limited liability company, contracted with multiple insurance companies providing insurance based products to prospective clients - Inv Rel - Bowling Green, Ky - start:07/2014 - 20 Hr/Mth 3) 12/28/2021 - KPP Advisory Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 08/2021 - 80 Hours Per Month/70 Hours During Securities Trading - I provide investment advisory services through KPP Advisory Services LLC, an independent investment advisor firm. I started this business activity in 8/2021. I expect to spend approximately 80 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. 4) 01/04/2024 - Veritas Financial Solutions, LLC - Insurance Agency - Investment Related - Home Based and Reported Business Location(s) - Start Date 12/06/2021 - 5 Hours Per Month/ During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-02
  • S66 Uniform Combined State Law Examination
    2021-12-02

View on SEC IAPD

More in Bowling Green, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor