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Current Employers
Kachkovsky & Fisher, Inc.

3202 Governor Drive Suite 204, San Diego, CA 92122 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-01-06
IL RA APPROVED 2015-07-21
CO RA APPROVED 2015-06-23
AZ RA APPROVED 2001-10-25
  • CA RA
    APPROVED
    Since 2017-01-06
  • IL RA
    APPROVED
    Since 2015-07-21
  • CO RA
    APPROVED
    Since 2015-06-23
  • AZ RA
    APPROVED
    Since 2001-10-25

Branch Locations

3610 N. 44Th St. Suite 220, Phoenix, AZ 85018 • United States

3202 Governor Drive Suite 204, San Diego, CA 92122 • United States

30752 Southview Dr. Suite 290, Evergreen, CO 80439 • 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
Kachkovsky & Fisher, Inc Phoenix AZ 03/2001 Present
K & F Real Estate, Llc Phoenix AZ 06/2006 Present
Kachkovsky & Fisher, Inc Phoenix AZ 04/2015 Present
Previous Registrations
Other Businesses

1)K & F REAL ESTATE, LLC - PHOENIX, AZ. LANDLORD OF RENTAL PROPERTY. STARTED 06/2006 TO PRESENT. 1 HOUR WEEKLY, 0 DURING TRADING HOURS. NOT INVESTMENT RELATED. 2)KACHKOVSKY & FISHER, INC:INVESTMENT RELATED:11/2005-PRESENT:PHOENIX, AZ:ADVISOR:INDEPENDENT RIA:144 HRS/MO:36 HRS DURING TRADING: COMPREHENSIVE FINANCIAL PLANNING. 3)KACHKOVSKY & FISHER INC:INVESTMENT RELATED;03/2001-PRESENT:PHOENIX,AZ:AGENT:INSURANCE NON-VARIABLE:4 HRS/MO:1 HR DURING TRADING:RECOMMEND FIXED ANNUITIES, IMMEDIATE ANNUITIES, DISABLITY INSURANCE, LONG TERM CARE INSURANCE, TERM LIFE INSURANCE, HEALTH INSURANCE, AND UNIVERSAL LIFE INSURANCE TO CLIENTS/PROSPECTS WHEN APPROPRIATE. 4)K & F REAL ESTATE, LLC;NOT INVESTMENT RELATED;06/2006-PRESENT;PHOENIX,AZ;COLLECT RENT, PAY BILLS, MANAGE PROPERTY;1 HR WKLY; 0 HRS DURING TRADING;LANDLORD 5)KACHKOVSKY & FISHER, INC;NOT INVESTMENT RELATED;11/2005-PRESENT;GATHER ESTATE INFORMATION;1 HR WKLY;1 HR DURING TRADING;SECRETARY 6)INSURANCE-NON VARIABLE:INVESTMENT RELATED:6/2010-PRESENT:PHEONIX,AZ:AGENT:NON-VARIABLE INSURANCE:4 HRS/MO:0 HRS DURING TRADING:ACT AS AGENT ON CLIENTS HEALTH, DENTAL AND VISION POLICIES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-07
S65 Uniform Investment Adviser Law Examination 1999-06-02
S63 Uniform Securities Agent State Law Examination 1997-07-18
  • S66 Uniform Combined State Law Examination
    2001-03-07
  • S65 Uniform Investment Adviser Law Examination
    1999-06-02
  • S63 Uniform Securities Agent State Law Examination
    1997-07-18
Designations

View on SEC IAPD

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