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Seattle, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kohtz & Co Llc | Bozeman | MT | 11/2011 | 02/2018 |
| Hd Vest Investment Services | Bozeman | MT | 04/2013 | 12/2018 |
| H.D Vest Advisory Services | Seattle | WA | 06/2014 | 12/2018 |
| Two Firs Llc | Seattle | WA | 01/2018 | Present |
| Two Firs Llc | Seattle | WA | 07/2017 | 01/2018 |
| Sapientrazorfish | Seattle | WA | 01/2014 | 11/2018 |
| Oberto | Seattle | WA | 01/2019 | 02/2020 |
| Nestle | Seattle | WA | 02/2020 | 11/2023 |
| Thirty9 Twenty9 Llc | Seattle | WA | 03/2024 | Present |
Thirty9 Twenty9 LLC not investment-related PO Box 18345, Seattle, WA 98118 real estate rental Member March 2024 a few hours per month no hours during trading manage real estate rental. Mr. Kohtz is a licensed insurance agent. As of the date of this filing, Mr. Kohtz has not sold and does not intend to sell any insurance product or collect any compensation in consideration for the sale of an insurance product. Therefore, this is not reasonably expected to present a conflict of interest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-30 |
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