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633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 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
16440 Bake Parkway Suite 150, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-29 |
Branch Locations
16440 Bake Parkway Suite 150, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-17 |
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