Best Investors
Account
Sign in
Best Investors
Account
Sign in
Kinetic Investment Management, Inc. CRD 283034
$451M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-06 |
Branch Locations
633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
400 Corporate Point Suite 300, Culver City, CA 90230 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Open Financial Solution | Valencia | CA | 06/2009 | 06/2019 |
| 300 Financial Group | Culver City | CA | 06/2019 | Present |
| Kinetic Investment Management, Inc. | Culver City | CA | 01/2026 | Present |
I provide annuities and Life insurance products through 300 Financial Group and receive commissions for the sales and servicing of these products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-15 |
Reach out to this advisor