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9300 Shelbyville Rd. Suite 1310, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-01 |
| KY | RA | APPROVED | 2019-09-30 |
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 |
|---|---|---|---|---|
| Domino's | Bowling Green | KY | 08/2016 | 05/2019 |
| Western Kentucky University | Bowling Green | KY | 05/2017 | 05/2019 |
| Kentucky Planning Partners | Louisville | KY | 05/2018 | Present |
| Western Kentucky University | Bowling Green | KY | 08/2015 | 05/2019 |
| Lpl Financial, Llc | Louisville | KY | 08/2019 | Present |
| Domino's | Louisville | KY | 05/2019 | 07/2019 |
| Kpp Advisory Services Llc | Louisville | KY | 10/2019 | Present |
1. 08/06/2025 - KENTUCKY PLANNING PARTNERS, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). - Start date: 05/20/2019 - 175hrs/mnth 130 hrs during Trading 2. 08/13/2025 - KPP Advisory Services LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start date: 10/9/2019 - 175hrs/mnth 130 hrs during Trading. I provide investment advisory services through KPP Advisory Services LLC, an independent investment advisor firm. I started this business activity in 10/2019. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-26 |
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