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205 Oser Ave, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-16 |
| LA | RA | APPROVED | 2022-04-19 |
| DC | RA | APPROVED | 2021-01-08 |
| FL | RA | APPROVED | 2018-11-20 |
| GA | RA | APPROVED | 2013-02-12 |
Branch Locations
205 Oser Ave, Hauppauge, NY 11788 • United States
6000 Lake Forrest Drive N. W. Suite 325, Atlanta, GA 30338 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L.M. Kohn & Company | Cincinnati | OH | 01/2012 | Present |
| American Capital Partners, Llc | Hauppauge | NY | 02/2013 | Present |
REGISTERED AGENT WITH PARTNERS CAPITAL SERVICES MANAGED/ADVISORY BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-25 |
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