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Inactive

G Stephen Kennedy

Albourne America LLC

San Francisco, CA

CRD 3012362

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Employer firm

Albourne America LLC CRD 126582

207 advisory clients

Reported services (Item 5G)

  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • RESEARCH & NON-DISCRETIONARY INVESTMENT ADVICE ON HEDGE FUNDS, PRIVATE MARKETS FUNDS (PE, PC, RA, RE), ALT RISK PREMIA PRODUCTS

From the firm’s Form ADV. Read the guides:

Current Employers
Albourne America Llc

425 California Street Suite 2400, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

425 California Street Suite 2400, San Francisco, CA 94104 • 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
Albourne America Llc San Francisco CA 04/2006 Present
Previous Registrations
  • 2005-12-16 → 2006-04-28
    Bmo Harris Financial Advisors, Inc.
    San Francisco, CA
    Chicago, IL
  • 2002-11-04 → 2005-12-31
    Harrisdirect Llc
    San Francisco, CA
Other Businesses

DUALLY EMPLOYED BY MYCFO AND HARRIS INVESTOR SERVICES, INC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-19
S63 Uniform Securities Agent State Law Examination 1998-05-04
  • S65 Uniform Investment Adviser Law Examination
    1999-10-19
  • S63 Uniform Securities Agent State Law Examination
    1998-05-04
Other Names
  • Steve Kennedy

View on SEC IAPD

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