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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-10 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
215 W. Franklin St., Suite 411 P.O. Box 3080, Monterey, CA 93942 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Konstantin Law Firm, Inc. | Oakland | CA | 07/2017 | 03/2023 |
| Litherland, Kennedy & Assoicates, Apc | Campbell | CA | 04/2023 | Present |
| Mckane & Konstantin, Attorneys At Law | Oakland | CA | 03/2015 | 06/2018 |
| Integrity Advisory Solutions | Campbell | CA | 04/2025 | Present |
1. 2531 MLK JR BLVD, LLC; Investment Related; 5483 Fernhoff Road Oakland, CA 94619; Real Estate Rental; Owner; 02/18/2021; 5 hours per month; 0 hours during securities trading hours; Residential apartment complex rental. Communicate with property manager, tenants, complete maintenance. 2. American Academy Wealth; Investment Related; 3425 S Bascom Ave #240 Campbell, CA 95008; DBA for securities business; IAR; 04/10/2025; 10 hours per month; 10 hours during securities trading hours; DBA for securities business. IAR responsibilities. 3. Litherland, Kennedy & Associates, APC; Not investment related; 3425 S Bascom Ave #240 Campbell, CA, 95008; Law firm; Estate Planning; Attorney; 04/10/2023; 160 hours per month; 160 hours during securities trading hours; Estate planning attorney. Meet with clients & present seminars. 4. LK Wealth, LLC; Investment Related; 3425 S Bascom Ave #240 Campbell, CA, 95008; DBA for securities business; IAR; 01/17/2025; 10 hours per month; 10 hours during securities trading hours; DBA for securities business. IAR responsibilities. 5. JOHN D. LAUGHTON, APC POSITION: Employee NATURE: Estate planning attorney position. I am working with a soon to be retiring attorney and the plan is that I will acquire this business. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 215 W Franklin St., Suite 411, Monterey CA 93942 DESCRIPTION: I meet with either existing clients or new prospects to discuss their estate planning needs. If there is need for estate planning services and client desires, I get retained to update or procure a new estate plan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-17 |
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