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Current Employers
Ipi Wealth Management, Inc.

226 W. Eldorado, Decatur, IL 62522 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-06
  • FL RA
    APPROVED
    Since 2025-05-06

Branch Locations

226 W. Eldorado, Decatur, IL 62522 • United States

Windermere, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
L.M. Kohn & Company Cincinnati OH 08/2018 04/2025
Proskauer Rose New York NY 01/2012 07/2018
Investment Planners, Inc Decayur IL 05/2025 Present
Ipi Wealth Management Decatur IL 05/2025 Present
  • 08/2018 → 04/2025
    L.M. Kohn & Company
    Cincinnati, OH
  • 01/2012 → 07/2018
    Proskauer Rose
    New York, NY
  • 05/2025 → Present
    Investment Planners, Inc
    Decayur, IL
  • 05/2025 → Present
    Ipi Wealth Management
    Decatur, IL
Previous Registrations
  • 2019-01-04 → 2025-05-01
    L.M. Kohn & Company
    Windermere, FL
    Cincinnati, OH
    Windermere, FL
    Cincinnati, OH
Other Businesses

1-Mad Jack Properties, LLC. Started 5/11/2022. Not investment related. 5018 Sawyer Cove Way, Windermere FL. 34786. Owner. 5 hours per month, none during market hours. Buy property, hire 3rd party managers to rent/run the operation. 2-Brick by Brix, LLC. Started 3/3/2023. Not investment related. 5018 Sawyer Cove Way, Windermere FL. 34786. Owner. Rental real estate owner. No hours during market hours, 1 hours per month during non-market hours. 3-Archstone Investments, LLC. Started 120/20/2022. Not investment related. 5018 Sawyer Cove Way, Windermere FL. 34786. Rental real estate, buy property, 3rd party manager to run operations, 0 hours worked during trading hours, 1 hour per month during non-market hours. 4-JMK Elevate Real Estate Consulting, LLC. Started 5/24/2023. Not investment related. 5018 Sawyer Cove Way, Windermere FL. 34786. Real estate investment consulting, 2 hours per month during trading hours and 2 hours per month during non-market hours. One time planning fee & net income of business 5-Sky High Investments, LLC, Start 3/6/2023. Owner. Not investment related. 5018 Sawyer Cove Way, Windermere FL. 34786. Holding company, manage all sub investments, rental income, dividends, share of profits, No hours during market, 2 hours per month during non-market hours. 6-RGCR Capital Group, LLC, Started 9/18/2023. Not investment related. 5018 Sawyer Cove Way, Windermere FL. 34786. Part owner. Rental real estate, buy property & hire 3rd party manager to run operations. No hours during the market, 0.5 hours per month during non-market hours. 7-Parentlink, Inc. Started 3/6/2025.8 Not investment related. 240 Exchange DR C6, Orlando, FL 32809 Part Owner. Mobile and web apps for co-parents. No hours during the market, 1-2 hours per month during non-market hours. 8- Ohana Water Adventures, LLC. Started 12/31/2024. 4 Not investment related. 114 Jan Cooley Dr. Panama City Beach Fl, 32408. Part Owner. Tiki boats tours and pontoon rentals. No hours during the market, 1-2 hours per month during non-market hours. 9-Sawyer Sound Homeowners Association. Started 3/2024. Not investment related. 6000 Winter Garden Vineland Rd, Windermere FL, 34786. HOA President. No hours during the market, 3 hours per month during non-market hours. 10- Paving the Way, 14218 Cheval Mayfair Dr, Apt 107 Orlando, FL 32828. Board member to advise on charitable contributions. Not investment related. 1 hour per month during market hour, 2-3 hours per month non-market hours. 11- Gulf Coast Luxury Catamarans, LLC, 706 Iowa Ave, Lynn Have, FL 32444. Not investment related. 50% owner in boat builder located in Panama City FL. No hours during market hours and 2-3 hours per month outside of market hours. Building approximately 1 boat per year and sharing in the proceeds.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-29
S63 Uniform Securities Agent State Law Examination 2004-06-12
  • S66 Uniform Combined State Law Examination
    2018-11-29
  • S63 Uniform Securities Agent State Law Examination
    2004-06-12
Designations

View on SEC IAPD

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