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LK

Leonard Kahn

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CRD#: 1184177
LK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Leonard Kahn, who also goes by Lenny Kahn, was a registered financial professional .

Leonard is a previously registered financial professional and started their career in finance in 1983. Leonard had worked at 14 firms and has passed the Series 63, Series 7, Series 53, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lenny Kahn

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 5, 2005 - September 9, 2008

R.W. TOWT & ASSOCIATES

BD
CRD#: 128837
SAN DIEGO, CA
Past

April 30, 1997 - December 3, 2003

STANDARD INVESTMENT CHARTERED INCORPORATED

BD
CRD#: 23505
NEWPORT BEACH, CA
Past

August 16, 1995 - April 14, 1998

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

June 10, 1991 - August 16, 1995

CORPORATE BENEFIT SECURITIES, INC.

BD
CRD#: 13975
MISSION VIEJO, CA
Past

September 28, 1990 - June 7, 1991

ROSE SECURITIES CORPORATION

BD
CRD#: 20573
Past

February 7, 1990 - June 26, 1990

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

November 21, 1989 - February 6, 1990

FIRST AFFILIATED SECURITIES

BD
CRD#: 23737
LA JOLLA, CA
Past

April 7, 1989 - October 31, 1989

RESOURCE MANAGEMENT ASSOCIATES, GSI

BD
CRD#: 20461
Past

May 31, 1988 - April 4, 1989

FIRST NORTHERN SECURITIES, INC.

BD
CRD#: 20883
Past

November 21, 1986 - May 26, 1988

MCG PORTFOLIO MANAGEMENT CORP.

BD
CRD#: 7070
Past

August 2, 1985 - November 21, 1986

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

December 20, 1984 - July 29, 1985

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

March 15, 1984 - February 28, 1985

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
Past

September 22, 1983 - February 16, 1984

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/7/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


RT
R.W. TOWT & ASSOCIATES
R.W. TOWT & ASSOCIATES

CRD#: 128837 / SEC#: , 8-66182

BD
Cancelled by SEC on 08/12/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 01/08/2002
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
TOWT, RICHARD WARRENPRESIDENT, CFO, DIR.CCO448621
MICHAUD, MICHAEL PATRICKGENERAL SECURITIES PRINCIPAL, MUNICIPAL SECURITIES PRINCIPAL863917

Disclosures


Regulatory Event8
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


R.W. TOWT & ASSOCIATES

CRD#: 128837

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