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664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-27 |
Branch Locations
2150 Butterfield Dr Ste 200, Troy, MI 48084 • United States
664 S Rivershore Lane Suite 150, Eagle, ID 83616 • USA
664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L.M. Kohn & Company | Cincinnati | OH | 07/2012 | Present |
1.Windermere Island Foundation; non-profit. In addition to light administrative duties ie, writing letters on behalf of board members, tracking contributions and distributions; starting March 2016 website administrator hours dedicated to these duties will vary as needed. I can only approximate 8-10 per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-29 |
| S66 | Uniform Combined State Law Examination | 2002-04-29 |
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