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11250 Kirkland Way Suite 100, Kirkland, WA 98033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-02-08 |
Branch Locations
11250 Kirkland Way Suite 100, Kirkland, WA 98033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| 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 |
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