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Michael Richard Kennedy

Calpa Advisors LLC

Kirkland, WA

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Current Employers
Calpa Advisors Llc

11250 Kirkland Way Suite 100, Kirkland, WA 98033 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-02-08
  • WA RA
    APPROVED
    Since 2022-02-08

Branch Locations

11250 Kirkland Way Suite 100, Kirkland, WA 98033 • 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
Calpa Strategies Llc Fall City WA 06/2019 Present
Wilshire Associates Santa Monica CA 08/2011 05/2019
Calpa Advisors Llc Seattle WA 01/2022 11/2023
Butler Capital Partners Old Westbury NY 09/2022 06/2025
Calpa Advisors Llc Kirkland WA 11/2023 Present
Butler Capital Partners Oyster Bay NY 06/2025 Present
  • 06/2019 → Present
    Calpa Strategies Llc
    Fall City, WA
  • 08/2011 → 05/2019
    Wilshire Associates
    Santa Monica, CA
  • 01/2022 → 11/2023
    Seattle, WA
  • 09/2022 → 06/2025
    Butler Capital Partners
    Old Westbury, NY
  • 11/2023 → Present
    Kirkland, WA
  • 06/2025 → Present
    Butler Capital Partners
    Oyster Bay, NY
Previous Registrations
  • 2009-04-08 → 2011-09-07
    Seattle, WA
  • 2009-01-01 → 2009-04-09
    Ra Bench, Inc
    Seattle, WA
Other Businesses

As disclosed in Section 12, Mr. Kennedy is the sole Managing Member of Calpa Advisors LLC ("Calpa Advisors") and Calpa Strategies ("Calpa Strategies") . Calpa Advisors is an investment adviser registered with the SEC. Calpa Advisors provides pension consulting services to sponsors of qualified plans. Calpa Strategies offers general intellectual property and index consulting services. Approximately 40+ hours a week is dedicated to these entities during market trading hours. Butler Capital Partners, investment related - yes, 11250 Kirkland Way, Suite 100, Kirkland, Washington 98033, broker-dealer, registered representative, September 26, 2022, 3 hours/month, 3 hours/month during trading hours, Acts as a placement agent in marketing and recommending private funds to institutional investors.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-12-22
S65 Uniform Investment Adviser Law Examination 2021-12-03
S66 Uniform Combined State Law Examination 2008-12-30
  • S63 Uniform Securities Agent State Law Examination
    2022-12-22
  • S65 Uniform Investment Adviser Law Examination
    2021-12-03
  • S66 Uniform Combined State Law Examination
    2008-12-30
Other Names
  • Michael R Kennedy

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