Ravi Benjamin Kahan

Current Employers

Employment History

• 12/2013 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 12/2013 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 12/2019
  Woodbury Financial Services, Inc.
  Atlanta, GA
• 03/2019 → 12/2019
  Woodbury Financial Services, Inc.
  Atlanta, GA
• 12/2019 → 09/2020
  Securities Service Network
  Atlanta, GA
• 12/2019 → 09/2020
  Ssn Advisory Inc
  Atlanta, GA
• 01/2020 → Present
  Creative Financial Partners
  Atlanta, GA
• 09/2020 → 06/2024
  Securities America, Inc.
  Atlanta, GA
• 09/2020 → 11/2024
  Arbor Point Advisors
  Atlanta, GA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Atlanta, GA
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2020-09-18 → 2024-11-08
  Arbor Point Advisors
  Atlanta, GA
• 2019-12-17 → 2020-09-18
  Ssn Advisory, Inc.
  Atlanta, GA
• 2019-03-01 → 2019-12-26
  Woodbury Financial Services, Inc.
  Atlanta, GA
• 2013-12-23 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Atlanta, GA
  Atlanta, GA
• 2009-01-28 → 2013-12-19
  Ssn Advisory, Inc.
  Woodstock, GA
• 2005-06-07 → 2006-10-07
  Ameriprise Financial Services, Llc
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

1. CREATIVE FINANCIAL PARTNERS, INC POSITION: Owner and advisor NATURE: S Corp Financial planning advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 02/01/2020 ADDRESS: 2342 Perimeter Park Dr, Ste 200B, Atlanta GA 30341 DESCRIPTION: Financial planning advise to individuals, families and business owners. 2. THE ORIGINAL RBK LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/16/2011 ADDRESS: 2340 Perimeter Park Dr, Ste. 300, Atlanta GA 30341 DESCRIPTION: Own website domains 3. CREATIVE REAL ESTATE STRATEGIES, LLC POSITION: Owner NATURE: Real Estate Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2009 ADDRESS: 2340 Perimeter Park Dr, Ste 300, Atlanta GA 30341 DESCRIPTION: Property Management 4. FLIPPIN BEANTOWN, LLC POSITION: Partner NATURE: Real Estate property management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2018 ADDRESS: 2340 Perimeter Park Dr, Ste 300, Atlanta GA 30341 DESCRIPTION: 50% ownership with Amit Malik 5. ORIGINAL RBK GEORGIA HOLDINGS, LLC, ORIGINAL RBK MOUNTAIN HOLDINGS, LLC & ORIGINAL RBK LAKE HOLDINGS, LLC POSITION: Owner NATURE: Real Estate Investing INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2017 ADDRESS: 2340 Perimeter Park Dr, Ste 300, Atlanta GA 30341 DESCRIPTION: Ownership and rental of houses 6. PERIMETER PARK CHAMBLEE, LLC POSITION: Owner NATURE: Commercial real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 06/01/2019 ADDRESS: 2340 Perimeter Park Dr, Ste 300, Atlanta GA 30341 DESCRIPTION: 100% Ownership 7. CREATIVE TAX & BUSINESS LLC POSITION: Managing Partner NATURE: LLC filing as S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/17/2009 ADDRESS: 2342 Perimeter Park Dr, Ste. 200B, Atlanta GA 30341 DESCRIPTION: Supervisory, Tax consulting, Tax Review 8. IMAGINE COWORKING LLC POSITION: Owner NATURE: Coworking Space INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 10/15/2020 ADDRESS: 2342 Perimeter Park Dr, Ste 201, Atlanta GA 30341 DESCRIPTION: Shared workspace with private offices and memberships available. 9. CREATIVE INSURANCE AGENCY LLC POSITION: Agency Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/09/2009 ADDRESS: 2342 Perimeter Park Dr, Ste. 200B, Atlanta GA 30341 DESCRIPTION: sales of different insurance products (fixed annuities, disability, health, life, P&C, employee benefits, group benefits, long-term care) 10. TY HEALTHSPAN LLC & TY HEALTH LLC POSITION: Owner NATURE: LLC-Sole Member INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 08/11/2025 ADDRESS: 2342 Perimeter Park Dr, Ste 100, Atlanta GA 30341 DESCRIPTION: Strategy, People and Systems development 11. RUN JFR LLC POSITION: Partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/05/2025 ADDRESS: 2340 Perimeter Park Dr, Ste 300, Atlanta GA 30341 DESCRIPTION: Investment Partnership for investing in Private Equity and potentially Real Estate 12. HOME LENDERS OF AMERICA, LLC POSITION: Origination mortgages NATURE: Mortgage Origination INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2010 ADDRESS: 3245 North Point Parkway, Ste 204, Alpharetta GA 30005 DESCRIPTION: Licensed loan officer

Exams

• S66 Uniform Combined State Law Examination
  2009-11-13