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664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-07-02 |
Branch Locations
18 N Fort Thomas Ave Suite 107, Fort Thomas, KY 41075 • United States
18 N Fort Thomas Ave Suite 107, Fort Thomas, KY 41075 • 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 | 06/2005 | 07/2025 |
| American Independent Securities Group | Eagle | ID | 07/2025 | Present |
1. INDEPENDENT INSURANCE AGENT; Investment related;119 Capri Dr Ft Thomas, KY; approx.20 hrs a month; independent agent 2. Citizens Financial Services; investment related; 119 Capri Dr Ft Thomas, KY; DBA for Securities and advisory business; approx 40 hrs a week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-05 |
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