David W. Kuhr is the Financial Operations Principal at Carleton McKenna & Company. David, through his own organization, Green Bar Consulting, Inc., also provides compliance support for groups including Broker Dealers, Registered Investment Advisers and Mutual Funds.
Prior to starting Green Bar Consulting, Inc., David served as the Chief Compliance Officer for the Ancora Group where he served as the CCO for the FINRA Broker Dealers, the SEC Registered Investment Advisors, and as Chief Compliance Office to The Ancora Family of Mutual Funds.
David served as Director of Compliance for Aris Corporation of America, also working in the broker dealer affiliates of National City Bank, Comerica Bank, and Mellon Bank. Early in his career, David served as Senior Compliance Examiner with the Cleveland District Office of the National Association of Securities Dealers (NASD).
David holds a B.A. in Accounting from Kent State University and is a member of the Financial Markets Association (FMA). He is a Registered Representative and Principal, holding FINRA licenses 4, 7, 24, 27, 53, 63, 66, 79, and 99.