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Malibu, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-17 |
| CA | RA | APPROVED | 2025-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Advisory & Securities, Inc. | Westlake Village | CA | 09/2015 | 09/2022 |
| Integrity Financial Corporation | Bellevue | WA | 10/2022 | 09/2025 |
| Kanan Advisors, Llc | Malibu | CA | 09/2025 | Present |
| Karkennyx, Llc | Malibu | CA | 12/2024 | Present |
the name of the other business; KarkennyX whether the business is investment-related; yes investment related the address of the other business; 31340 Mulholland Hwy Malibu CA 90265 the nature of the other business; Consulting your position; title, or relationship with the other business; Owner - Consultant the start date of your relationship; 12/31/2024 the approximate number of hours/month you devote to the other business; 20 or 11% a month the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; consults with an unaffiliated investment advisory firm, assisting with the development of client deliverables and advising on business growth strategy
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-13 |
| S66 | Uniform Combined State Law Examination | 2016-06-01 |
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