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1700 W. Katella Ave., Orange, CA 92867 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-02 |
| GA | RA | APPROVED | 2025-04-23 |
| FL | RA | APPROVED | 2025-04-21 |
| OH | RA | APPROVED | 2025-04-17 |
| CO | RA | APPROVED | 2025-04-16 |
| IL | RA | APPROVED | 2025-04-16 |
| KY | RA | APPROVED | 2025-04-16 |
| MD | RA | APPROVED | 2025-04-16 |
| MI | RA | APPROVED | 2025-04-16 |
| NJ | RA | APPROVED | 2025-04-16 |
| NY | RA | APPROVED | 2025-04-16 |
| PA | RA | APPROVED | 2025-04-16 |
| WI | RA | APPROVED | 2025-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L.M. Kohn & Company | Cincinnati | OH | 03/1998 | 04/2025 |
| Planning Works, Ltd. | Cincinnati | OH | 09/1997 | Present |
| B.B. Graham & Company, Inc. | Orange | CA | 04/2025 | Present |
Business Name: Planning Works, LTD. LLC; Investment-related: Yes; Address: 4962 Brywill Circle, Sarasota, FL 34234; Nature of Business: Insurance Sales; Position/Title: Owner-Agent; Start Date: 1998; Hours Per Month:10 (10 During Business Hours); Duties: Insurance Sales Business Name: Rental Property; Investment-related: Yes; Address: Sarasota, FL 34234; Nature of Business: Real Estate Rental; Position/Title: Owner; Start Date: 2022; Hours Per Month: 4 (4 During Business Hours); Duties: Manage Real Estate Property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-22 |
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