Max Alan Lepley

Current Employers

Employment History

• 08/2019 → 05/2024
  Mfs Fund Distributors, Inc.
  Phoenix, AZ
• 06/2019 → 07/2019
  Unemployed
  San Clemente, CA
• 09/2018 → 05/2019
  Whittier College
  Whittier, CA
• 06/2018 → 08/2018
  Triad Advisors
  Norcross, GA
• 09/2017 → 05/2018
  Whittier College
  Whittier, CA
• 06/2017 → 08/2017
  Dymond Builders
  Anaheim, CA
• 09/2016 → 05/2017
  Whittier College
  Whittier, CA
• 07/2024 → 10/2024
  Kanani Advisory Group
  Irvine, CA
• 10/2024 → Present
  Kanani Advisory Group Inc.
  Irvine, CA
• 06/2024 → 07/2024
  Unemployed
  San Clemente, CA
• 10/2024 → Present
  Kanani Financial & Insurance Services Inc.
  Irvine, CA
• 04/2026 → Present
  Kinetic Investment Management, Inc.
  Irvine, CA

Previous Registrations

• 2022-12-13 → 2024-05-29
  Mfs Institutional Advisors Inc.
  Boston, MA

Other Businesses

1. Kanani Financial & Insurance Services Inc.; Insurance Agent; Investment Related; 16440 Bake Parkway Suite 150 Irvine CA 92618; Insurance Company; Offer clients advice regarding insurance products, process sales of insurance products, provide ongoing service to insurance book of business; Start date with business: 2025-03-11; Hours per month devoted to business during trading hours: 160; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 80; Contact person at the organization: David Kanani; Website address for the organization: www.kananiadvisorygroup.com.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-11
• S63 Uniform Securities Agent State Law Examination
  2019-07-22

Designations