0001623035-19-000003.txt : 20191022 0001623035-19-000003.hdr.sgml : 20191022 20191022133401 ACCESSION NUMBER: 0001623035-19-000003 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 KERN,BRYAN,OWEN, FILED AS OF DATE: 20191022 DATE AS OF CHANGE: 20191022 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KPM Financial, LLC CENTRAL INDEX KEY: 0001623035 IRS NUMBER: 455601725 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-04226 FILM NUMBER: 191161183 BUSINESS ADDRESS: STREET 1: 11121 CARMEL COMMONS BLVD STREET 2: SUITE 250 CITY: CHARLOTTE STATE: NC ZIP: 28226 BUSINESS PHONE: 980-272-1904 MAIL ADDRESS: STREET 1: 11121 CARMEL COMMONS BLVD STREET 2: SUITE 250 CITY: CHARLOTTE STATE: NC ZIP: 28226 MA-I/A 1 primary_doc.xml MA-I/A 0001623035 XXXXXXXX Kimberly McManus 973-618-9500 kmcmanus@alternativereg.com N N Bryan Owen Kern N 1 0001623035 KPM Financial, LLC 06-28-2012 N 10-22-2014 0001623035 LOCATED SUPERVISED 06-28-2012 06-2012 KPM Financial, LLC CHARLOTTE NC 28205 Y N Managing Member 03-2010 06-2012 First Tryon Advisors CHARLOTTE NC 28204 Y Y Senior Vice President 01-1999 03-2010 Wells Fargo CHARLOTTE NC 28202 Y Y Vice President Y 10-2018 Bryan Kern 54 White Eagle Trail Banner Elk NC 28604 N N Rental Property Owner 5 Upkeep, rent collection and paperwork N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 10-22-2019 Bryan Kern Managing Member