This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

KPP ADVISORY SERVICES LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 8, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S66|S63

First exam

Jun 8, 1987

First registration

Jan 25, 2006

Dual registered

yes, broker-dealer

IAPD individual key

1627664

• Occurred

  Oct 18, 2023
  Advisor changed firm

  Paul Edward Kohlman left Concourse Financial Group Advisors for Kpp Advisory Services Llc (registered 2023-10-02)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fb349613-60dd-e8fe-6831-8857ba2aee66

First observed

Jan 25, 2006

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.