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