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17961 Hunting Bow Circle Suite 102, Lutz, FL 33558 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-28 |
| MI | RA | APPROVED | 2023-06-15 |
Branch Locations
17961 Hunting Bow Circle Suite 102, Lutz, FL 33558 • UNITED STATES
Kalamazoo, MI • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Dmk Advisor (Previously Stephen A. Kohn & Associates, Ltd.) | Lakewood | CO | 09/2005 | Present |
Westveer Investment Consultants, Integrated System & Design
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-01 |
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