Best Investors Account Sign in
Inactive

Timothy Patrick Kenney

Seawise Financial, Inc.

Cardiff By The Sea, CA

Claim This Profile
Current Employers
Seawise Financial, Inc.

120 Birmingham Drive Suite 240F, Cardiff By The Sea, CA 92007 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-09
TX RA APPROVED_RES 2018-10-11
  • CA RA
    APPROVED
    Since 2025-01-09
  • TX RA
    APPROVED_RES
    Since 2018-10-11

Branch Locations

120 Birmingham Drive Suite 240F, Cardiff By The Sea, CA 92007 • 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
Usaa Financial Advisors, Inc. San Diego CA 02/2014 07/2018
Usaa Financial Planning Services San Diego CA 02/2014 07/2018
Usaa Investment Management Company San Antonio TX 01/2018 07/2018
Seawise Financial, Inc. Cardiff CA 07/2018 Present
  • 02/2014 → 07/2018
    Usaa Financial Advisors, Inc.
    San Diego, CA
  • 02/2014 → 07/2018
    Usaa Financial Planning Services
    San Diego, CA
  • 01/2018 → 07/2018
    Usaa Investment Management Company
    San Antonio, TX
  • 07/2018 → Present
    Seawise Financial, Inc.
    Cardiff, CA
Previous Registrations
  • 2018-01-08 → 2018-08-03
    Usaa Investment Services Company
    San Antonio, TX
  • 2014-03-13 → 2018-01-08
    Usaa Financial Planning Services
    San Diego, CA
    Oceanside, CA
    Cardiff, CA
    San Diego, CA
  • 2010-01-12 → 2014-03-04
    Ubs Financial Services Inc.
    San Diego, CA
    Weehawken, NJ
    San Diego, CA
    Weehawken, NJ
    San Diego, CA
    San Diego, CA
  • 2008-08-08 → 2010-01-25
    Wells Fargo Investments, Llc
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-07
S63 Uniform Securities Agent State Law Examination 1998-11-27
  • S65 Uniform Investment Adviser Law Examination
    2008-08-07
  • S63 Uniform Securities Agent State Law Examination
    1998-11-27
Designations

View on SEC IAPD

Other Firms

PACIFIC ROCK CAPITAL, LLC
TORREY CAPITAL INVESTMENTS
ARCADIA PRIVATE WEALTH LLC
LPL FINANCIAL LLC
BRIDGEPORT MANAGEMENT SERVICES C LLC
BRIDGEPORT MANAGEMENT SERVICES, LLC
EDWARD JONES
INDEPENDENT WEALTH SOLUTIONS

Other Investors

CHRISTOPHER THOMAS DONNELLY
JACQUELINE BABETTE KARNAVAS
Roxanne Fiona Desouza
GRANT ALLAN WEBSTER
JEFF COREY PRICHARD
Dylan Joseph Trauger
Dekker Jag Stebel
BRYAN MICHAEL STEBEL

Other Offices

PACIFIC ROCK CAPITAL, LLC · CARDIFF BY THE SEA, CA
TORREY CAPITAL INVESTMENTS · CARDIFF-BY-THE-SEA, CA
ARCADIA PRIVATE WEALTH LLC · CARDIFF BY THE SEA, CA
LPL FINANCIAL LLC · CARDIFF, CA
BRIDGEPORT MANAGEMENT SERVICES C LLC · CARDIFF, CA
BRIDGEPORT MANAGEMENT SERVICES, LLC · CARDIFF, CA
EDWARD JONES · CARDIFF BY THE SEA, CA
LPL FINANCIAL LLC · ENCINITAS, CA

More in Cardiff By The Sea, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor