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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-21 |
| WA | RA | APPROVED | 2023-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P.MOrgan Japan Securities | Toyko | 08/2013 | Present | |
| Kps4Plex Llc | Mercer Island | WA | 08/2017 | 01/2024 |
| Kirtman Property Solutions Llc | Mercer Island | WA | 05/2009 | Present |
| Kpsmimiduplex Llc | Fort Wayne | IN | 12/2020 | Present |
| Kpsdavidsgrandview Llc | New Orleans | LA | 12/2020 | Present |
| Kpscheree4Plex | Mercer Island | WA | 08/2023 | Present |
| Kpscashemerecenter | Mercer Island | WA | 10/2023 | Present |
| Kpssilvahouse Llc | Chelan | WA | 03/2016 | Present |
| Kirtman Property Solutions | Chelan | WA | 01/2016 | 01/2025 |
| Kirtman Property Solutions Llc | Mercer Island | WA | 05/2009 | 01/2025 |
Entity Name: KPSCashemereCenter Investment related: No Address: Mercer Island, WA 98040 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Owns real estate property Entity Name: KPSCheree4plex Investment related: No Address: Mercer Island, WA Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Owns Real estate Entity Name: KPSDavidsGrandVIew LLC Investment related: Y Address: 2343 Prytania Street New Orleans, LA 70130 Nature of the other business: Rental Property Position/Title/Relationship: Owner. Start Date: 12-01-2020 "Approximate # of hours a month: 1 hour Approximate # of hours during securities trading hours: 0hours during trading Briefly describe your duties: This is an LLC that holds a property I own Entity Name: KPSMimiDuplex LLC Investment related: Y Address: Fort Wayne, IN. fortwaynefc.com Nature of the other business: Rental Property Position/Title/Relationship: Owner. Start Date: 12-21-2020 "Approximate # of hours a month: 1 hour 0hours during trading" Approximate # of hours during securities trading hours: 0hours during trading Briefly describe your duties: This is an LLC that holds a property we are buying Entity Name: Kirtman Property Solutions LLC Investment related: No Address: Mercer Island WA Nature of the other business: Property Management and Investment Position/Title/Relationship: Owner / Partner Start Date: Nov 03, 2009 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Looking at potential houses to buy for personal use Entity Name: KPSsilvahouse LLC Investment related: No Address: S. Laskeshore RD Chelan, WA 98816 Nature of the other business: Rental Property Position/ Title/ Relationship: Owner/Partner Start Date: Mar 22, 2016 Approximate # of hours a month: 1 a week Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My Spouse and I will be managing the cash flow of our Second homes and keeping track of rental income during the times when we will be renting it
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-26 |
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