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Kyle Davis

Retirementadvice | Jka

Anaheim, CA

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Current Employers
Retirementadvice | Jka

1251 N. Manassero St. Suite #405A, Anaheim, CA 92807 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-07-01
  • CA RA
    APPROVED
    Since 2021-07-01

Branch Locations

1251 N. Manassero St. Suite #405A, Anaheim, CA 92807 • 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
Wells Fargo Bank Anaheim CA 07/2013 04/2018
Jack Keeter & Associates Anaheim CA 04/2018 07/2021
Jack Keeter & Associates Anaheim CA 07/2021 Present
  • 07/2013 → 04/2018
    Wells Fargo Bank
    Anaheim, CA
  • 04/2018 → 07/2021
    Jack Keeter & Associates
    Anaheim, CA
  • 07/2021 → Present
    Jack Keeter & Associates
    Anaheim, CA
Other Businesses

1. Tax Advice | JKA. Less than 1% of time devoted. Provides book keeping services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-01
  • S65 Uniform Investment Adviser Law Examination
    2021-07-01

View on SEC IAPD

Other Firms

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LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
EAGLE STRATEGIES LLC
EDELMAN FINANCIAL ENGINES
MOSLEY WEALTH MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMES FINANCIAL SERVICES

Other Investors

KEVIN LEE
Alfred Scott Rivera
GARRICK DAVID GOOKIN
JASON M BATT
Summer Rose Horan
Ashley Nichole Navarre
MARK William NENNINGER
David Michael Linsky

Other Offices

CENTAURUS FINANCIAL, INC. · ANAHEIM, CA
LPL FINANCIAL LLC · ANAHEIM, CA
WELLS FARGO CLEARING SERVICES, LLC · ANAHEIM, CA
EAGLE STRATEGIES LLC · Anaheim, CA
EDELMAN FINANCIAL ENGINES · ANAHEIM, CA
EDELMAN FINANCIAL ENGINES · Anaheim, CA
EAGLE STRATEGIES LLC · Anaheim, CA
MOSLEY WEALTH MANAGEMENT, INC. · ANAHEIM, CA

More in Anaheim, CA

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