Kevin Reilly Kane

$1.65B regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

50 E. Rivercenter Blvd Suite 301, Covington, KY 41011 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2024-08-14

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Ot: Optimized Transitions, Independent Investment Counsel	Annandale	NJ	06/2016	05/2018
Lang Advisors Llc	Covington	KY	05/2018	Present

06/2016 → 05/2018

Ot: Optimized Transitions, Independent Investment Counsel

Annandale, NJ
05/2018 → Present

Lang Advisors Llc

Covington, KY

2018-12-12 → 2021-09-13

Channel Islands Group

Covington, KY
2018-06-25 → 2018-09-17

Channel Islands Group

Covington, KY
2018-06-25 → 2018-09-17

Journey Advisory Group, Llc

Covington, KY
2016-06-30 → 2018-05-15

Ot: Optimized Transitions, Independent Investment Counsel, Llc

Lebanon, NJ
2004-09-01 → 2006-03-08

U.S. Bancorp Investments, Inc.

Cincinnati, OH

Cincinnati, OH
2002-10-02 → 2004-08-11

Wells Fargo Clearing Services, Llc

Augusta, GA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-12-11
S63	Uniform Securities Agent State Law Examination	1998-04-17

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