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Robert Upchurch Kohn

Tenzing Financial LLC

Williamsburg, VA

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Current Employers
Tenzing Financial Llc

1215 Mt Vernon Ave Suite C, Williamsburg, VA 23185 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-01
VA RA APPROVED 2025-07-01
  • TX RA
    APPROVED
    Since 2025-07-01
  • VA RA
    APPROVED
    Since 2025-07-01

Branch Locations

1215 Mt Vernon Ave Suite C, Williamsburg, VA 23185 • 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
Northwestern Mutual Investment Services, Llc Williamsburg VA 09/2014 12/2020
Lpl Financial Llc Williamsburg VA 12/2020 04/2025
Private Advisor Group, Llc Williamsburg VA 12/2020 07/2022
Bleakley Financial Group, Llc Williamsburg VA 06/2022 06/2025
Tenzing Financial, Llc Williamsburg VA 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-03
  • S66 Uniform Combined State Law Examination
    2017-03-03
Designations
Other Names
  • Upchurch Robert Kohn
  • Robert Upchurch Kohn
  • Rob Kohn

View on SEC IAPD

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