Best Investors
Account
Sign in
Best Investors
Account
Sign in
17601 W. 130Th Street Suite 1, North Royalton, OH 44133 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-27 |
| OH | RA | APPROVED | 2025-05-16 |
Branch Locations
17601 W. 130Th Street Suite 1, North Royalton, OH 44133 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L.M. Kohn & Company | Cincinnati | OH | 10/2015 | 05/2025 |
| M3 Wealth Management, Llc. | North Royalton | OH | 05/2025 | Present |
King Financial, Inc. is the name of my investment related branch office of the LM Kohn company. ... President King Financial, Inc. 18920 Laurell Circle Strongsville, Ohio 44136 ... Started November 1998 ... 200 hours per month, which all is during securities trading hours ... Duties include research, compliance, securities and investment executions and investment advisor representative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-21 |
Reach out to this advisor