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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-23 |
Branch Locations
2794 Mack Road Suite B, Fairfield, OH 45014 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lighthouse Agency (Fka - Harbour Investment Services | Fairfield | OH | 04/1994 | Present |
| L.M. Kohn & Company | Cincinnati | OH | 02/1996 | 04/2025 |
| Integrity Alliance, Llc | Fairfield | OH | 04/2025 | Present |
1) Insurance; not investment related; 2794 Mack Rd, Fairfield, OH 45014; Fixed insurance; President; 01/01/1996; 20 hours per month; 20 hours during security hours; Insurance Broker 2) LIGHTHOUSE AGENCY, INC. POSITION: President NATURE: Health Insurance, Life Insurance, Dental Insurance, Automobile, Home and Commercial Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1996 ADDRESS: 2794 Mack Road, Fairfield OH 45014, United States DESCRIPTION: Sales 3) ALLBBY PROPERTIES LLP POSITION: Partner NATURE: Property Management that Lighthouse Agency, Inc and Lighthouse Agency (Mull Insurance) pays rent. We also have a Condo that we rent to our Niece. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2018 ADDRESS: 7996 Surrey Brook Place, West Chester Township OH 45069, United States DESCRIPTION: Confer with my business partner (Spouse) regarding expenses, rent etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-11 |
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