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Current Employers
Kinetic Investment Management, Inc.

633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-22
  • CA RA
    APPROVED
    Since 2026-04-22

Branch Locations

633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States

16440 Bake Parkway Suite 150, Irvine, CA 92618 • United States

Kanani Advisory Group Inc.

16440 Bake Parkway Suite 150, Irvine, CA 92618 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-29
  • CA RA
    APPROVED
    Since 2024-01-29

Branch Locations

16440 Bake Parkway Suite 150, Irvine, CA 92618 • 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
Nordstrom Irvine CA 12/2014 07/2019
Butterfly Zone Mission Viejo CA 03/2019 06/2019
Jpmorgan Chase Bank N.A San Clemente CA 10/2019 08/2021
Jpmorgan Securities Llc Ladera Ranch CA 07/2019 08/2021
Kanani Advisory Group Inc. Irvine CA 01/2024 Present
Kinetic Investment Management, Inc. Irvine CA 04/2026 Present
Kanani Financial & Insurance Services, Inc. Irvine CA 01/2022 Present
Unemployed Mission Viejo CA 09/2021 12/2021
  • 12/2014 → 07/2019
    Nordstrom
    Irvine, CA
  • 03/2019 → 06/2019
    Butterfly Zone
    Mission Viejo, CA
  • 10/2019 → 08/2021
    Jpmorgan Chase Bank N.A
    San Clemente, CA
  • 07/2019 → 08/2021
    Jpmorgan Securities Llc
    Ladera Ranch, CA
  • 01/2024 → Present
    Irvine, CA
  • 04/2026 → Present
    Irvine, CA
  • 01/2022 → Present
    Kanani Financial & Insurance Services, Inc.
    Irvine, CA
  • 09/2021 → 12/2021
    Unemployed
    Mission Viejo, CA
Other Businesses

Kanani Financial & Insurance Services Inc.; Insurance Agent; Investment Related: 16440 Bake Parkway Suite 150 Irvine CA 92618; Description: Insurance Company; Responsibilities: offer clients advice regarding insurance products, process sales of insurance products, provide ongoing service to insurance book of business; Start date: 2024-01-01; 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-19
S63 Uniform Securities Agent State Law Examination 2019-12-17
  • S65 Uniform Investment Adviser Law Examination
    2023-12-19
  • S63 Uniform Securities Agent State Law Examination
    2019-12-17
Other Names
  • Leila Parvaneh

View on SEC IAPD

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