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Kyle Donald Dennehy

California Financial Advisors

San Ramon, CA

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Current Employers
California Financial Advisors

12657 Alcosta Blvd Suite 470, San Ramon, CA 94583 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-06-20
  • CA RA
    APPROVED
    Since 2022-06-20

Branch Locations

12657 Alcosta Blvd Suite 470, San Ramon, CA 94583 • 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
Mustang Soccer League Danville CA 06/2016 09/2016
Mustang Soccer League Danville CA 06/2017 09/2017
California Financial Advisor San Ramon CA 06/2016 09/2016
California Financial Advisors San Ramon CA 09/2017 09/2017
University Of California, Santa Barbara Santa Barbara CA 09/2018 06/2019
Kpmg San Francisoc CA 06/2018 08/2018
Kpmg San Francisco CA 09/2019 06/2022
University Of California, Santa Barbara Santa Barbara CA 09/2015 06/2019
Unemployed Danville CA 06/2019 09/2019
California Financial Advisors San Ramon CA 07/2022 Present
  • 06/2016 → 09/2016
    Mustang Soccer League
    Danville, CA
  • 06/2017 → 09/2017
    Mustang Soccer League
    Danville, CA
  • 06/2016 → 09/2016
    California Financial Advisor
    San Ramon, CA
  • 09/2017 → 09/2017
    California Financial Advisors
    San Ramon, CA
  • 09/2018 → 06/2019
    University Of California, Santa Barbara
    Santa Barbara, CA
  • 06/2018 → 08/2018
    Kpmg
    San Francisoc, CA
  • 09/2019 → 06/2022
    Kpmg
    San Francisco, CA
  • 09/2015 → 06/2019
    University Of California, Santa Barbara
    Santa Barbara, CA
  • 06/2019 → 09/2019
    Unemployed
    Danville, CA
  • 07/2022 → Present
    California Financial Advisors
    San Ramon, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-18
  • S65 Uniform Investment Adviser Law Examination
    2022-06-18

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · San Ramon, CA
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EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
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