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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Middlebury | IN | 06/2001 | Present |
| Golden Rule Insurance Co. | Indianapolis | IN | 08/2005 | Present |
| Berne Volunteer Fire Department | Berne | IN | 02/2006 | Present |
| Kuhn Tax Advisors,. Inc | Berne | IN | 01/2009 | Present |
| Transamerica Financial Advisors, Llc | Middlebury | IN | 01/2012 | Present |
| Adams County Assessor | Decatur | IN | 01/2007 | 12/2020 |
| House Rental | Berne | IN | 11/1978 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." KUHN TAX ADVISORS, INC; NOT INVESTMENT RELATED; BERNE, IN; POSITION - PRESIDENT & SHARHOLDER; Tax Planner and Preparation; 10% of reps time devoted to OBA and 5% during securities trading hours; STARTED 1/2009. HOUSE RENTAL POSITION: owner NATURE: former residence rental INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/1978 ADDRESS: 5476 S 150 W, Berne IN 46711, United States DESCRIPTION: upkeep maintenance of house BERNE VOLUNTEER FIRE DEPARTMENT / 0206-Preseny / Investment Related: NO /Berne, In / Fire Fighter / Fire Department / Hrs. Work Monthly: / Sec Trading Hrs.: / FIGHTING FIRES GOLDEN RULE INSURANCE CO. / 0805-Present / Investment Related: No / Indianapolis, IN / Sales Agent / Health Insurance / Hrs. Work Monthly: 2 / Sec Trading Hrs.: 1 / Sale of health insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-06 |
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