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Current Employers
American Independent Securities Group, Llc

664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-05-29
  • MI RA
    APPROVED
    Since 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

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
OrganizationCityStateFromTo
L. M. Kohn & Company Cincinnati OH 06/2013 05/2025
American Independent Securities Group Eagle ID 05/2025 Present
  • 06/2013 → 05/2025
    L. M. Kohn & Company
    Cincinnati, OH
  • 05/2025 → Present
    American Independent Securities Group
    Eagle, ID
Previous Registrations
  • 2013-07-01 → 2025-06-09
    L.M. Kohn & Company
    Troy, MI
    Cincinnati, OH
    Cincinnati, OH
    Troy, MI
  • 2012-05-22 → 2013-06-17
    Royal Advisors, Llc
    Rochester, MI
    Grandville, MI
  • 2010-12-22 → 2012-05-22
    Troy, MI
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-15
S63 Uniform Securities Agent State Law Examination 1991-03-22
  • S66 Uniform Combined State Law Examination
    2010-12-15
  • S63 Uniform Securities Agent State Law Examination
    1991-03-22
Other Names
  • Mark B Kelly

View on SEC IAPD

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