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Kamerynn Alisa Bonn

Saltbox Financial LLC

Greensboro, NC

Portsmouth, NH

CRD 7358790

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Employer firm

Saltbox Financial LLC CRD 130882

$105M regulatory AUM 160 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Saltbox Financial Llc

135 Mcdonough Street Suite 335, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-05-01
MA RA APPROVED 2025-02-19
  • NC RA
    APPROVED
    Since 2025-05-01
  • MA RA
    APPROVED
    Since 2025-02-19

Branch Locations

Greensboro, NC • United States

135 Mcdonough Street Suite 335, Portsmouth, NH 03801 • 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
Matt Logan Inc. Greensboro NC 04/2021 11/2024
Semmax Financial Group Winston Salem NC 08/2019 03/2021
Quanto Basta Italian Eatery And Wine Bar Winston Salem NC 05/2018 08/2019
Carrabba's Italian Grill Greensboro NC 08/2017 05/2018
A Child's World Learning Center Bermuda Run NC 05/2016 08/2017
Cetera Advisor Networks Llc El Segundo CA 01/2022 11/2024
Cetera Advisor Networks El Segundo CA 04/2021 01/2022
Cetera Investment Advisers Llc Schaumburg IL 06/2023 11/2024
Saltbox Financial Llc Amesbury MA 12/2024 Present
  • 04/2021 → 11/2024
    Matt Logan Inc.
    Greensboro, NC
  • 08/2019 → 03/2021
    Semmax Financial Group
    Winston Salem, NC
  • 05/2018 → 08/2019
    Quanto Basta Italian Eatery And Wine Bar
    Winston Salem, NC
  • 08/2017 → 05/2018
    Carrabba's Italian Grill
    Greensboro, NC
  • 05/2016 → 08/2017
    A Child's World Learning Center
    Bermuda Run, NC
  • 01/2022 → 11/2024
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 04/2021 → 01/2022
    Cetera Advisor Networks
    El Segundo, CA
  • 06/2023 → 11/2024
    Schaumburg, IL
  • 12/2024 → Present
    Amesbury, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-05
  • S66 Uniform Combined State Law Examination
    2022-08-05
Other Names
  • Kamerynn Alisa Kohler

View on SEC IAPD

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