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Tipp City, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-10-08 |
| OH | RA | APPROVED | 2010-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pathways Wealth Mgmt | Troy | OH | 08/2010 | Present |
| L.M. Kohn & Company | Cincinnati | OH | 02/2015 | 08/2025 |
(1.) Vision Financial Partner, LLC; Investment Related; 1270 Macintosh Ct. Troy, OH 45373; Branch Office of LMK & Company; Start Date: 2/2015; 100 hours devoted monthly; 4 hours devoted daily during trading hours; Compensated by commission for investment advice and portfolio management. (2.) Dustin Blake Beam; Insurance Related; 1270 Macintosh Ct. Troy, OH 45373; Licensed in state of Ohio for Accident, Health, Life and Variable Insurance; Start Date: 7/2000; 5 hours devoted annually; 5 hours devoted annually during trading hours; Compensated by percentage of premium paid by the insured (3.) E-6 Industies; Not Investment Related; 1270 Macintosh Ct. Troy, OH 45373; Sole member rental property/Airbnb; 100 hours devoted annually, 2 hours devoted weekly; Rents collected from long and short term tenants.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-03 |
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