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Kennedy Wealth Management, LLC CRD 147573
165 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
23901 Calabasas Road Suite 1064, Calabasas, CA 91302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-20 |
Branch Locations
23901 Calabasas Road Suite 1064, Calabasas, CA 91302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kennedy Wealth Management, Llc | Calabasas | CA | 11/2024 | Present |
| Kennedy Wealth Management, Llc | Calabasas | CA | 11/2021 | 11/2024 |
| Kennedy Financial & Insurance Services, Inc. | Calabasas | CA | 11/2021 | Present |
| Weslend Wholesale | Westlake Village | CA | 05/2021 | 11/2021 |
| Mega Capital Funding | Calabasas | CA | 07/2020 | 05/2021 |
| Chime Charter School | Woodland Hills | CA | 01/2020 | 06/2020 |
| Full Time Student | Northridge | CA | 11/2014 | 05/2020 |
KENNEDY FINANCIAL & INSURANCE SERVICES, INC.; INVESTMENT RELATED; INSURANCE AGENT; START DATE 11/2021; CALABASAS, CA; APPROXIMATELY 50% OF TIME
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-08 |
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