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1927 First Avenue North, Birmingham, AL 35203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-02 |
| OH | RA | APPROVED | 2025-09-21 |
| CA | RA | APPROVED | 2025-08-15 |
| IL | RA | APPROVED | 2025-08-15 |
| IN | RA | APPROVED | 2025-08-15 |
| KY | RA | APPROVED | 2025-08-15 |
Branch Locations
9700 Park Plaza Ave. Suite 104, Louisville, KY 40241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ntt Data Consulting, Inc. | Louisville | KY | 04/2016 | 09/2016 |
| Morgan Stanley | Louisville | KY | 10/2016 | 12/2018 |
| Morgan Stanley Private Bank, N.A. | Louisville | KY | 10/2016 | 12/2018 |
| Tiaa | Louisville | KY | 11/2018 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Louisville | KY | 11/2018 | 11/2020 |
| Morgan Stanley | Louisville | KY | 12/2020 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Louisville | KY | 05/2021 | 08/2022 |
| Bank Of America, N.A. | Louisville | KY | 06/2021 | 08/2022 |
| Pnc Investments Llc | Louisville | KY | 08/2022 | 08/2023 |
| L.M. Kohn & Company | Cincinnati | OH | 08/2023 | Present |
SK Financial LLC The business is not investment-related address is 9910 Constantine Circle, Prospect, KY 40059 Nature of business is only used for tax purposes to transfer commissions to business account from personal account. I am the sole proprietor the approximate number of hours spent on business is less than 5 hours per year and no hours are devoted to business during trading hours. dba Divorce Resolution Financial Consulting LLC As a CDFA, this business is for the sole purpose of providing financial consulting to prospective clients going through a divorce. I will partner with divorce attorneys and family therapy offices to provide financial analysis for the division of assets in divorce cases or financial consulting / coaching in terms of budgeting for couples going through marriage counseling.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-18 |
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