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550 S. Main Street, Springboro, OH 45066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-17 |
| IN | RA | APPROVED | 2025-10-28 |
| OH | RA | APPROVED | 2024-11-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Private Wealth & Retirement Services (156143) | Centerville | OH | 01/2011 | Present |
| L.M. Kohn & Company | Cincinnati | OH | 03/2011 | Present |
1) PRIVATE WEALTH AND RETIREMENT SERVICES INC-PRESIDENT AND OWNER, DBA. START DATE: MARCH 2005, 160 HOURS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-28 |
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