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Kevin Kennedy, LLC CRD 133193
169 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1516 Oak Street Suite 101, Alameda, CA 94501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-02-28 |
| CA | RA | APPROVED | 2004-09-24 |
Branch Locations
1516 Oak Street, Suite 101, Alameda, CA 94501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kevin Kennedy, Llc | Alameda | CA | 07/2004 | Present |
| City Of Alameda | Alameda | CA | 12/2000 | Present |
NAME: BANK OF MARIN BANCORP INVESTMENT RELATED: YES ADDRESS: 504 REDWOOD BLVD., STE 100 NOVATO, CA 94947 NATURE: BANK POSITION/TITLE: MEMBER OF THE BOARD OF DIRECTORS START DATE: DECEMBER 1, 2013 NUMBER OF HOURS/MONTH: 10 HOURS/MONTH DURING TRADING HRS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-21 |
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