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2133 Luray Avenue, Cincinnati, OH 45206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sheakley | Cincinnati | OH | 07/1998 | 03/2024 |
| Lincoln Financial Advisors | Cincinnati | OH | 08/2012 | 01/2017 |
| L.M. Kohn & Company | Cincinnati | OH | 01/2017 | 05/2024 |
| Pca Investment Advisory Services | Cincinnati | OH | 04/2024 | Present |
| L.M. Kohn & Company | Cincinnati | OH | 06/2024 | Present |
RIA business is under PCA Investment Advisory Services, Inc. The business is investment-related. 2133 Luray Avenue Cincinnati, OH 45206. RIA clients. Title: Retirement Plan Consultant. Start date 4.8.24. 80 hrs. during trading hours. Responsibilities include managing my current book of business and bringing in new business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-28 |
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