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William Fitzhugh Kemp

Integrated Planning LLC

Aiken, SC

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Current Employers
Integrated Planning Llc

135 Laurens Street Sw Suite 200, Aiken, SC 29801 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-01-19
  • SC RA
    APPROVED
    Since 2024-01-19

Branch Locations

135 Laurens Street Sw Suite 200, Aiken, SC 29801 • 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
Integrated Planning Llc Aiken SC 01/2024 Present
The Smith Group Aiken SC 12/2019 Present
Tedford Cpa Augusta GA 02/2019 10/2019
Weichert Realtors - Pendarvis Company Edgefield SC 05/2018 01/2019
Liberty Tax Service Augusta GA 01/2010 04/2018
  • 01/2024 → Present
    Aiken, SC
  • 12/2019 → Present
    The Smith Group
    Aiken, SC
  • 02/2019 → 10/2019
    Tedford Cpa
    Augusta, GA
  • 05/2018 → 01/2019
    Weichert Realtors - Pendarvis Company
    Edgefield, SC
  • 01/2010 → 04/2018
    Liberty Tax Service
    Augusta, GA
Other Businesses

Name of outside business: The Smith Group; Is the business investment related: No; Location of the business: 135 Laurens Street SW Suite 200 Aiken SC 29801 United States; Position Title: Tax Manager; Responsibilities Duties: Tax preparation and planning; Start date with business: 2019-12-01; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 5; Name of outside business: The Smith Group; Is the business investment related: Yes; Location of the business: 135 Laurens Street SW Suite 200 Aiken SC 29801 United States; Description of the business: William Kemp is a licensed insurance agent ; Position Title: Insurance Agent; Responsibilities Duties: William Kemp is an independent licensed insurance agent; Start date with business: 2020-07-20; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 0;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-16
  • S65 Uniform Investment Adviser Law Examination
    2023-12-16
Other Names
  • William F Kemp

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