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Scotts Valley, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-04 |
| CA | RA | APPROVED | 2007-12-03 |
Branch Locations
3 disclosure categories 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 |
|---|---|---|---|---|
| Kensington Financial Group, Inc. | Scotts Valley | CA | 04/1995 | Present |
| Kensington Securities, Llc | Scotts Valley | CA | 06/2007 | Present |
Kensington Financial Group, Inc.; investment related; Scotts Valley, CA; Insurance agency; President/Insurance Agent; started 04/1995; Approximately 30% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-17 |
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