David M. Kuhn
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.
David Mccolloch Kuhn, who also goes by David M Kuhn, was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 1984. David had worked at 9 firms and has passed the Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 17, 2016 - May 22, 2017
7300 WEALTH MANAGEMENT, LLC.
January 14, 2016 - April 1, 2016
EQUITABLE ADVISORS, LLC
August 25, 2015 - April 1, 2016
EQUITABLE ADVISORS, LLC
September 4, 2013 - January 8, 2015
COBALT PRIVATE WEALTH LLC
November 28, 2012 - July 15, 2013
LPL FINANCIAL LLC
July 5, 2011 - July 11, 2012
AVANT-GARDE ADVISORS LLC
May 21, 2010 - June 3, 2010
CAPITAL INSIGHT PARTNERS, LLC
June 21, 1989 - July 25, 1989
SOCIETY INVESTMENTS, INC.
December 8, 1988 - March 2, 1989
CINCINNATI ANALYSTS, INC.
December 20, 1984 - November 14, 1988
BAKER & CO., INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
7300 WEALTH MANAGEMENT, LLC.
CRD#: 169536 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 789 |
| AUM (Assets Under Management) | $ 56,008,235 |
Red Flags
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