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664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2026-01-08 |
| MI | RA | APPROVED | 2025-03-31 |
Branch Locations
2150 Butterfield Dr Ste 200, Troy, MI 48084 • United States
664 S Rivershore Lane Suite 150, Eagle, ID 83616 • USA
664 S Rivershore Lane Ste 150, Eagle, ID 83616 • 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 |
|---|---|---|---|---|
| L.M. Kohn & Company | Cincinnati | OH | 06/2014 | 03/2025 |
| American Independent Securities Group Llc | Eagle | ID | 03/2025 | Present |
1. Monaco Properties, LLC-RENTAL PROPERTY; INVESTMENT RELATED; ROCHESTER, MI; 100% OWNERSHIP WITH SPOUSE; START DATE 2/1/1999; 0 HOURS PER MONTH; NO DUTIES. 2. Lott Wealth Management LLC, Investment Related; Troy, MI; 100% Sole Ownership; Start Date 6/14/2014; 0 hours per month; DBA for offering investment advice to clients 3. North Financial LLC, aka Invested Financial; Investment Related; Troy MI; I am one of two members; Start Date July 31 2018; DBA for Securities and Advisory Business;0 hours per month; 4. Insurance Agent; located at 2150 Butterfield Drive, STE 200, Troy MI 48084; I am licensed to sell Life, Variable Annuity and Accident/Health Insurance. I will devote approximately 10 hours a month to this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-09 |
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