Inactive

Kevin Reilly Kane

Journey Advisory Group, LLC

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Current Employers

Journey Advisory Group, Llc

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

Current Registrations

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

KY RA
APPROVED

Since 2024-08-14

Branch Locations

15 West Fifth Street, Covington, KY 41011 • 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

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

Previous Registrations

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

Exams

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

S65 Uniform Investment Adviser Law Examination

2018-12-11
S63 Uniform Securities Agent State Law Examination

1998-04-17

View on SEC IAPD

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JOSEPH D QUIGLEY

BERNARD WILLIAM WESSELMAN

TIMOTHY J WALLIN

JAIME MARIE LANHAM

DONALD W STEWART

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STRATEGIC ADVISERS LLC · COVINGTON, KY

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STRATEGIC ADVISERS LLC · COVINGTON, KY

PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY

ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY

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