Kevin Monheim is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with DOPKINS WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| DOPKINS WEALTH MANAGEMENT, LLC | 2026-06-05 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2022-11-21 | 2026-05-14 | — |