Kevin Amado Cifuentes

$86.2M regulatory AUM 21 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

100 East Huntington Drive Suite 222, Monrovia, CA 91016 • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2024-04-11
CA	RA	APPROVED	2021-09-16
TX	RA	APPROVED	2021-09-16

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Joshua D. Garcia Dba Veritas Financial Consulting	Monrovia	CA	01/2020	07/2021
Joshua D. Garcia Dba Veritas Financial Consulting	Monrovia	CA	09/2018	12/2019
Chase Bank	Chino	CA	08/2018	09/2018
Copy And Paste, Llc	Rancho Cucamonga	CA	03/2017	07/2018
Red Hill Country Club	Rancho Cucamonga	CA	11/2012	01/2018
Chaffey College	Rancho Cucamonga	CA	08/2013	12/2016
California State Polytechnic University	Pomona	CA	08/2017	12/2019
Veritas Financial Consulting Llc	Monrovia	CA	07/2021	Present
Veritas Financial Consulting Llc	Monrovia	CA	01/2022	Present

01/2020 → 07/2021

Joshua D. Garcia Dba Veritas Financial Consulting

Monrovia, CA
09/2018 → 12/2019

Joshua D. Garcia Dba Veritas Financial Consulting

Monrovia, CA
08/2018 → 09/2018

Chase Bank

Chino, CA
03/2017 → 07/2018

Copy And Paste, Llc

Rancho Cucamonga, CA
11/2012 → 01/2018

Red Hill Country Club

Rancho Cucamonga, CA
08/2013 → 12/2016

Chaffey College

Rancho Cucamonga, CA
08/2017 → 12/2019

California State Polytechnic University

Pomona, CA
07/2021 → Present

Veritas Financial Consulting Llc

Monrovia, CA
01/2022 → Present

Veritas Financial Consulting Llc

Monrovia, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-09-15

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