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2801 E. Camelback Road Suite 200, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-02-07 |
| TX | RA | APPROVED_RES | 2019-08-28 |
| AZ | RA | APPROVED | 2017-03-27 |
Branch Locations
2801 E. Camelback Road Suite 200, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 06/2013 | 09/2016 |
| Montebello Avenue Limited Company | Phoenix | AZ | 03/2017 | Present |
| Kennedy Square Llc | Scottsdale | AZ | 09/2016 | 12/2017 |
Kennedy Square Limited Company, an Arizona limited liability company located at 3206 N. 27th Street, Phoenix, AZ 85016, is an investment-related consulting business. Mr. Crawford is its Owner and Manager, and the relationship began 06/2026. He devotes approximately 6 hours per month to the business, all 6 of which occur during securities trading hours. Kennedy Square provides non-fiduciary business, financial, real estate, investment-related, and strategic consulting services to businesses. Its consulting clients include a private fund sponsor/general partner affiliated with private funds in which certain advisory clients of Montebello Avenue Limited Company hold passive investments; certain such advisory clients invested in those funds before the consulting relationship began. Mr. Crawford's duties consist of providing non-fiduciary business, financial, real estate, and strategic consulting services to consulting clients. These services do not include investment advisory services, securities recommendations, solicitation of fund investments, placement agent activity, or capital raising, and are conducted separately from the investment advisory services provided through Montebello Avenue Limited Company. Mr. Crawford is compensated through consulting fees and receives no referral, placement, revenue-sharing, performance, capital-raising, or other transaction-based compensation related to any advisory client's investment in funds affiliated with consulting clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-01 |
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