Allison Ranae Kapadia

Current Employers

Employment History

• 03/2016 → 05/2019
  California Prep Academy
  Costa Mesa, CA
• 03/2016 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 05/2017 → Present
  Lincoln Investment
  San Dimas, CA
• 04/2018 → 09/2019
  Legend Advisory, Llc
  San Dimas, CA
• 04/2019 → Present
  K2 Financial Inc.
  Glendora, CA
• 04/2018 → Present
  Lincoln Investment
  San Dimas, CA

Previous Registrations

• 2018-04-24 → 2019-10-04
  Legend Advisory, Llc
  San Dimas, CA

Other Businesses

K2 FINANCIAL POSITION: IAR and 25% owner NATURE: Independent RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2019 ADDRESS: 233 S Glendora Ave, Glendora CA 91741, United States DESCRIPTION: IAR K2 BENEFITS GROUP POSITION: 25% Owner NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2019 ADDRESS: 233 S Glendora Ave, Glendora CA 91741, United States DESCRIPTION: Supervise operations of insurance business KRELLWITZ, KURIMOTO & ASSOCIATES POSITION: I am 25% owner of the corporation and manage the firm. I also am a Tax Preparer NATURE: Financial Services, Planning, Insurance,Tax Preparation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2018 ADDRESS: 233 S Glendora, Glendora CA 91741, United States DESCRIPTION: I manage the firm and operations. I also am a Tax Preparer under this corporation. I prepare tax returns for several of our clients.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-20

Other Names

• Allison Ranae Ray