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1827 Walden Office Sq #500, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-17 |
| IL | RA | APPROVED | 2013-11-05 |
Branch Locations
1827 Walden Office Sq #500, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concorde Investment Services, Llc | Troy | MI | 11/2013 | 02/2020 |
| Kuhn Wealth Management, Inc. | Arlington Heights | IL | 10/2013 | Present |
| Dai Securities, Llc | Atlanta | GA | 02/2020 | Present |
1) KUHN WEALTH MANAGEMENT, RIA, START DATE, 11/2013, SCHAMBURG, IL. OWNER/ADVISOR. INVESTMENT RELATED. SECURITIES and FIXED Insurance sales. FULL TIME DURING TRADING HOURS. 2)DAI Agency; SCHAMBURG, IL. Insurance Agent; provide insurance services to clients when appropriate. No client conflict. 3) Chicagoland 1031 Exchange, 120 W, Eastman St #300, SCHAMBURG, IL 60005. Investment Related. President, advising on 1031 exchanges. Over 40 hrs/mo during business hours, 21-40 hrs/mo outside business hours. As of April 2018.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-03 |
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