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26522 La Alameda #210, Mission Viejo, CA 92691 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-12-05 |
Branch Locations
26522 La Alameda #210, Mission Viejo, CA 92691 • United States
3020 Old Ranch Parkway, Suite 300, Seal Beach, CA 90740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kohr Financial & Insurance Services | Long Beach | CA | 02/1996 | Present |
| Kohr Investments, Llc | Long Beach | CA | 09/2019 | Present |
| O'COnnor Wealth Management | Monrovia | CA | 03/2012 | Present |
KOHR FINANCIAL & INSURANCE SERVICES INC, INSURANCE BUSINESS 5732 E. 2ND STREET, SUITE A, LONG BEACH, CA 90803 OWNER , START DATE 12/05/00 40+ HOURS. INSURANCE SERVICES/PRODUCTS. HILL FINANCIAL & INSURANCE SERVICES, INC. - SALE OF INSURANCE PRODUCTS. ONE STEP HR - SALE OF PAYROLL/HRIMS TECHNOLOGY AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-26 |
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