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Loren Lowe Kinczel

Cultivate Financial Group LLC

Los Gatos, CA

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Current Employers
Cultivate Financial Group Llc

16185 Los Gatos Boulevard Suite 205, Los Gatos, CA 95032 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-08-02
  • CA RA
    APPROVED
    Since 2017-08-02

Branch Locations

16185 Los Gatos Boulevard Suite 205, Los Gatos, CA 95032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scharf Investments, Llc Scotts Valley CA 05/2009 09/2017
Cultivate Financial Group Llc Los Gatos CA 06/2017 Present
Uc Santa Cruz Foundation Santa Cruz CA 10/2013 Present
Scharf Investments, Llc Scotts Valley CA 11/2010 02/2018
Scharf Investments, Llc Scotts Valley CA 10/2017 03/2019
American Construction & Education Services, Inc. Dba Aces Builde The Woodlands TX 04/2022 01/2023
University Of California Fiat Lux Alliance Oakland CA 03/2024 Present
University Of California Observatories Director's Advisory Santa Cruz CA 08/2021 Present
  • 05/2009 → 09/2017
    Scotts Valley, CA
  • 06/2017 → Present
    Los Gatos, CA
  • 10/2013 → Present
    Uc Santa Cruz Foundation
    Santa Cruz, CA
  • 11/2010 → 02/2018
    Scotts Valley, CA
  • 10/2017 → 03/2019
    Scotts Valley, CA
  • 04/2022 → 01/2023
    American Construction & Education Services, Inc. Dba Aces Builde
    The Woodlands, TX
  • 03/2024 → Present
    University Of California Fiat Lux Alliance
    Oakland, CA
  • 08/2021 → Present
    University Of California Observatories Director's Advisory
    Santa Cruz, CA
Previous Registrations
Other Businesses

UC Santa Cruz Foundation Trustee, Investment & Finance Committee Chair; Start date: 10/2013; Less than 5% of time. $0 income; Description: Attend quarterly trustee and committee meetings as well as other events supporting the mission of the UCSC Foundation including fundraising and networking. University of California Observatories Director's Advisory; Not investment related; Board Member; Start Date 08/2021; Santa Cruz, CA; Less than 5% of time. University of California Fiat Lux Alliance; Not investment related; Board Member; Start Date 03/2024; Oakland, CA; Less than 5% of time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-11-04
  • S65 Uniform Investment Adviser Law Examination
    2010-11-04

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