David W. Kuhr

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CRD#: 2317114

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 William Kuhr was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1993. David had worked at 12 firms and has passed the Series 66, Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 14, Series 27, Series 53, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

1) PRESIDENT, GREEN BAR CONSULTING, INC., CLEVELAND, OH 44144, MARCH 2011, 30 HOURS/MONTH, PROVIDE COMPLIANCE CONSULTING SERVICES TO BROKER-DEALERS, INVESTMENT ADVISORS AND INVESTMENT COMPANIES. 2) CARLETON MCKENNA ADVISORS LLC 1801 E. NINTH STREET CLEVELAND, OH 44114 INVESTMENT RELATED;COMPLIANCE, PREPARE NET CAPITAL, FOCUS AND AUDIT REPORTS. 3-5 HRS/MONTH WITH 0-1 DURING TRADING HOURS. 3) Signet Securities, LLC 250 Civic Center Drive, Suite 300 Columbus, OH 43215 INVESTMENT RELATED;COMPLIANCE, PREPARE NET CAPITAL, FOCUS AND AUDIT REPORTS. 3-5 HRS/MONTH WITH 0-1 DURING TRADING HOURS. 4) Arbor Court Capital, LLC 8000 Town Centre Drive, Suite 400 Broadview Heights, OH 44147 INVESTMENT RELATED;COMPLIANCE, Investment Company Advertising Reviews. 3-5 HRS/MONTH WITH 0-1 DURING TRADING HOURS. 5. EFS Investment Advisors LLC 4544 Memphis Villas South Cleveland, OH 44144 Investment Related, Investment Advisor Representative, 3-5 Hours Per Month, 0-1 During Trading Hours 6.Quarry Lodge #382 FA&M 368 Eastland Road Berea, OH 44017 Not investment related, Fraternal Organization, Treasurer & Finance Committee Member, 12/2023, 1-3 Hours (None during business hours), Pay bills, make deposits, create financial reports.

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

February 28, 2023 - April 12, 2024

NORTHSTAR FIDUCIARY PARTNERS, LLC

RIA

CRD#: 284994

Cleveland, OH

Past

May 6, 2020 - April 27, 2021

BLUE TREE WEALTH ADVISORS LLC

RIA

CRD#: 296854

CLEVELAND, OH

Past

January 19, 2017 - July 5, 2017

BEARD FINANCIAL SERVICES, INC.

CRD#: 113913

YOUNGSTOWN, OH

Past

March 18, 2015 - December 31, 2024

CARLETON MCKENNA ADVISORS, LLC

CRD#: 159230

Cleveland, OH

Past

April 10, 2013 - October 27, 2017

SAFEGUARD SECURITIES, INC.

CRD#: 31256

Mayfield Heights, OH

Past

August 17, 2011 - December 26, 2024

ARBOR COURT CAPITAL, LLC

CRD#: 143839

BROADVIEW HEIGHTS, OH

Past

February 28, 2011 - October 10, 2024

SIGNET SECURITIES, LLC

CRD#: 154198

COLUMBUS, OH

Past

December 20, 2005 - February 9, 2012

SAFEGUARD SECURITIES, INC.

CRD#: 31256

MAYFIELD HEIGHTS, OH

Past

October 1, 2003 - August 10, 2011

AMERICA NORTHCOAST SECURITIES, INC.

CRD#: 16076

CLEVELAND, OH

Past

February 13, 2001 - July 3, 2003

SAFEGUARD SECURITIES, INC.

CRD#: 31256

MAYFIELD HEIGHTS, OH

Past

June 11, 1998 - February 12, 2001

COMERICA SECURITIES

CRD#: 17079

DETROIT, MI

Past

April 28, 1995 - June 10, 1998

BNY MELLON CAPITAL MARKETS, LLC

CRD#: 17454

NEW YORK, NY

Past

July 25, 1994 - April 13, 1995

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

April 26, 1993 - April 12, 1995

NATIONAL CITY INVESTMENTS CORPORATION

CRD#: 17365

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NORTHSTAR FIDUCIARY PARTNERS, LLC

EFS INVESTMENT ADVISORS LLC | NORTHSTAR FIDUCIARY PARTNERS, LLC | JG INVESTMENT ADVISORS LLC

CRD#: 284994 / SEC#: 801-129423

RIA

Registered Investment Advisory firm - (1/25/2024 Approved)

Ohio

Registered Investment Advisory firm - (11/7/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/4/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/22/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/6/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/21/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 27

Date: 2/21/2000

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 53

Date: 3/9/1995

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/20/1994

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 10/7/1993

Registered Options Principal Examination

Current Firm

NORTHSTAR FIDUCIARY PARTNERS, LLC

EFS INVESTMENT ADVISORS LLC | NORTHSTAR FIDUCIARY PARTNERS, LLC | JG INVESTMENT ADVISORS LLC

CRD#: 284994 / SEC#: 801-129423

RIA

Registered Investment Advisory firm - (1/25/2024 Approved)

Ohio

Registered Investment Advisory firm - (11/7/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/4/2024 Terminated)

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Contact information

Main Address

East Brunswick, NJ

Mailing Address

Phone number

(732) 322-2570

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NORTHSTAR FIDUCIARY PARTNERS LLC FORM ADV PART 2A DTD 02-01 2025 (2/19/2025)

Regulatory assets under management

Total Number of Accounts	153
AUM (Assets Under Management)	$ 1,145,519,500

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.

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Advisor Monitoring

Firm Stability Insights

David W. Kuhr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BLUE TREE WEALTH ADVISORS LLC

BEARD FINANCIAL SERVICES, INC.

CARLETON MCKENNA ADVISORS, LLC

SAFEGUARD SECURITIES, INC.

ARBOR COURT CAPITAL, LLC

SIGNET SECURITIES, LLC

SAFEGUARD SECURITIES, INC.

AMERICA NORTHCOAST SECURITIES, INC.

SAFEGUARD SECURITIES, INC.

COMERICA SECURITIES

BNY MELLON CAPITAL MARKETS, LLC

NATCITY INVESTMENTS, INC.

NATIONAL CITY INVESTMENTS CORPORATION

Primary Firm SEC Registration

NORTHSTAR FIDUCIARY PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/22/2001

Series 63

Date: 8/6/1998

Series 79TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 4/21/1993

Series 14

Date: 1/2/2023

Series 27

Date: 2/21/2000

Series 53

Date: 3/9/1995

Series 24

Date: 1/20/1994

Series 4

Date: 10/7/1993

Current Firm

NORTHSTAR FIDUCIARY PARTNERS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NORTHSTAR FIDUCIARY PARTNERS, LLC

TRUST BUT VERIFY

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