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Randy L. Copus And Associates,LLC CRD 122988
$34.0M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
180 South Main Street, Lakeview, OH 43331 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2004-11-12 |
Branch Locations
180 South Main Street P.O. Box 281, Lakeview, OH 43331 • United States
406 Tiffin Avenue P.O. Box 149, Findlay, OH 45839-1443 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Life Financial Planning | Findlay | OH | 06/1988 | Present |
| L.M. Kohn & Company | Cincinnati | OH | 06/2000 | Present |
| Randy L. Copus & Associates, Llc | Findlay | OH | 08/2003 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-19 |
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