Joshua B. Kohn
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.
Joshua Brian Kohn, CFA, who also goes by Joshua B Kohn, was a registered financial professional .
Joshua is a previously registered financial professional and started their career in finance in 2002. Joshua had worked at 4 firms and has passed the Series 63, Series 55 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
September 19, 2016 - December 20, 2019
SILKWORTH CAPITAL PARTNERS LLC
January 1, 2008 - April 17, 2008
WEISS MULTI-STRATEGY FUNDS LLC
May 12, 2003 - March 23, 2005
GEORGE WEISS & COMPANY LLC
July 15, 2002 - February 22, 2006
GEORGE WEISS ASSOCIATES, INC.
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
Series 55
Date: 4/26/2003
Limited Representative-Equity Trader ExamCurrent Firm
SILKWORTH CAPITAL PARTNERS LLC
CRD#: 285015 / SEC#:
Contact information
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.
