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664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-29 |
Branch Locations
664 S Rivershore Lane Suite 150, Eagle, ID 83616 • USA
Troy, MI • United States
664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L. M. Kohn & Company | Cincinnati | OH | 06/2013 | 05/2025 |
| American Independent Securities Group | Eagle | ID | 05/2025 | Present |
1. Insurance Agent; Investment Related; I am insurance licensed for life, Medicare and annuity sales; independent agent; 5/29/2025 2. President of True Harbour Wealth Management, LLC located in Troy Michigan. I spend approximately 40 hours a week devoted to this business all of them during securities hours. DBA for securities and Advisory business;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-22 |
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