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1700 W. Katella Ave., Orange, CA 92867 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-04 |
| IN | RA | APPROVED | 2025-03-04 |
| TX | RA | APPROVED_RES | 2025-03-04 |
| WI | RA | APPROVED | 2025-03-04 |
Branch Locations
3 S. 318 Curtis, Warrenville, IL 60555 • United States
1700 W. Katella Ave., Orange, CA 92867 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 03/2010 | 11/2023 |
| B.B. Graham And Company | Orange | CA | 03/2025 | Present |
| L.M. Kohn & Company | Warrenville | IL | 11/2023 | 03/2025 |
1. FOX VALLEY FINANCIAL PLANNING INC.; INVESTMENT RELATED; 3 S. CURTIS PO BOX 1248, WARRENVILLE IL, 60555; DBA FOR SECURITIES BUSINESS; OWNER-OFFICER; STARTED 02/1999; 4 HOURS PER MONTH ALL DURING TRADING HOURS; MANAGE BUSINESS RELATED INCOME AND EXPENSES. 2. 3S318 CURTIS; NOT INVESTMENT RELATED; 3 S. CURTIS PO BOX 1248, WARRENVILLE IL, 60555; PROPERTY MANAGEMENT; PROPERTY MANAGER - OWNER ; STARTED 02/1999; 4 HOURS PER MONTH ALL DURING TRADING HOURS; MANAGE PROPERTY AND RELATED INCOME AND EXPENSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-26 |
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