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10800 Sikes Place Suite 230, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-20 |
| OH | RA | APPROVED | 2024-11-12 |
Branch Locations
Cincinnati, OH • United States
10800 Sikes Place Suite 230, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L.M. Kohn & Company | Cincinnati | OH | 01/1998 | 05/2024 |
| Topsail Wealth Management Llc | Charlotte | NC | 06/2024 | Present |
1. Family Farm Partnership: Non Investment Related, Hamler OH 43524, Limited Partner, Start date 01/1998, Devote 0 hours/month toward activity, Passive owner. 2. Rental Property: Non investment related, Cincinnati OH 45226, Owner, Start date 09/2001, Devote 5-10 hours/month toward activity, none during securities trading hours, Own & manage rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-11 |
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