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Alex Zepkowski

Kinetic Investment Management, Inc.

Pasadena, CA

Los Angeles, CA

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Current Employers
Kinetic Investment Management, Inc.

633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-01
  • CA RA
    APPROVED
    Since 2026-07-01

Branch Locations

299 N. Euclid Ave Suite 325, Pasadena, CA 91101 • United States

633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • 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
Stonnington Group, Llc Pasadena CA 09/2008 05/2020
Integrated Wealth Concepts, Llc Waltham MA 06/2020 10/2021
Wealthtech Partners Llc Pasadena CA 07/2021 06/2023
Lake Avenue Financial Pasadena CA 06/2020 06/2023
Shuster Advisory Group Llc Pasadena CA 07/2024 05/2025
Ridgemont Capital Pasadena CA 06/2026 Present
Kinetic Investment Management, Inc. Pasadena CA 06/2026 Present
Uber Pasadena CA 07/2023 06/2024
Unemployed Pasadena CA 06/2025 06/2026
  • 09/2008 → 05/2020
    Stonnington Group, Llc
    Pasadena, CA
  • 06/2020 → 10/2021
    Integrated Wealth Concepts, Llc
    Waltham, MA
  • 07/2021 → 06/2023
    Wealthtech Partners Llc
    Pasadena, CA
  • 06/2020 → 06/2023
    Lake Avenue Financial
    Pasadena, CA
  • 07/2024 → 05/2025
    Shuster Advisory Group Llc
    Pasadena, CA
  • 06/2026 → Present
    Ridgemont Capital
    Pasadena, CA
  • 06/2026 → Present
    Kinetic Investment Management, Inc.
    Pasadena, CA
  • 07/2023 → 06/2024
    Uber
    Pasadena, CA
  • 06/2025 → 06/2026
    Unemployed
    Pasadena, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-01-28
  • S63 Uniform Securities Agent State Law Examination
    2008-01-28
Designations
Other Names
  • Alex Szczepkowski

View on SEC IAPD

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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

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