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23901 Calabasas Road Suite 1064, Calabasas, CA 91302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2023-12-11 |
Branch Locations
23901 Calabasas Road Suite 1064, Calabasas, CA 91302 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kennedy Financial & Insurance Svs, Inc. | Woodland Hills | CA | 07/1993 | Present |
| Kennedy Wealth Management, Llc | Woodland Hills | CA | 07/2008 | Present |
KENNEDY FINANCIAL & INSURANCE SERVICES, INC., INVESTMENT RELATED; 23901 Calabasas Rd, Suite 1064, Calabasas, CA 91367, INSURANCE SERVICES; PRESIDENT/INSURANCE AGENT; 07/1993; GREATER THAN 50% OF TIME SPENT IN THIS BUSINESS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-09 |
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