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9300 Shelbyville Rd. Suite 1310, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-07-17 |
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 |
|---|---|---|---|---|
| Donatos | Bowling Green | KY | 09/2022 | 05/2023 |
| Kentucky Planning Partners | Louisville | KY | 12/2023 | 08/2026 |
| Student | Louisville | KY | 08/2014 | 12/2024 |
| Lpl Financial | Louisville | KY | 12/2023 | Present |
| Kpp Advisory Services Llc | Louisville | KY | 07/2025 | Present |
1. 02/26/2025- Kentucky Planning Partners- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 10/22/2013 2) 03/05/2025 - Kpp Advisory Services LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location (s) - Start Date:11/02/2017 - 0 Hrs/Mth -0 Hrs During Trading. I provide administrative support to Kpp Advisory Services LLC, an independent investment advisor firm. I started this business activity in 11/2017. I expect to spend approximately 0 hours per month on this activity. Please see the advisory firms 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 | 2024-10-30 |
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