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9456 Jefferson Highway Suite D, Baton Rouge, LA 70809 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2013-11-01 |
Branch Locations
9456 Jefferson Highway Suite D, Baton Rouge, LA 70809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greg A. Kennedy, Cpa | Baton Rouge | LA | 10/1994 | Present |
| Lord Wellington Investments, Llc | Baton Rouge | LA | 06/2012 | Present |
| Greg A. Kennedy & Associates, Inc. | Baton Rouge | LA | 05/2011 | Present |
| Lionheart Strategic Risk Fund, Llc | Baton Rouge | LA | 01/2009 | Present |
| Lord Wellington Financial, Inc. | Baton Rouge | LA | 11/2004 | Present |
| Redemptorist Properties, Llc | Baton Rouge | LA | 06/2018 | Present |
| Citi Capital Funding, Llc | Baton Rouge | LA | 01/2018 | Present |
1) GREG A. KENNEDY, CPA; BATON ROUGE, LA; OWNER/CPA PRACTICE/TAX PREPARER; GREATER THAN 50% SPENT IN THIS BUSINESS; 10/1994. 2) LORD WELLINGTON FINANCIAL, INC.; BATON ROUGE, LA; PRESIDENT/INSURANCE AGENT; APPROXIMATELY 10% OF TIME SPENT IN THIS BUSINESS;11/2004. 3) GREG A. KENNEDY & ASSOCIATES; INC.; BATON ROUGE, LA; PRESIDENT; MANAGEMENT ONLY/ADMINISTRATIVE SERVICES TO CPA FIRM; 05/2011. 4) LIONHEART STRATEGIC RISK FUND, LLC; BATON ROUGE, LA; MANAGER/OVERSEEING PRIVATE INVESTMENTS HELD JOINTLY WITH WIFE; SMALL AMOUNT OF TIME SPENT IN THIS BUSINESS; 01/2009. 5) Citi Capital Funding, LLC; Baton Rouge, LA; Founder/President; Commercial Loan Broker; Approx. 10 hours per month spent after trading hours; started: 01/2018. 6) Redemptorist Properties, LLC; Baton Rouge, LA; Founder/Managing Member; Investment Real Estate held jointly with wife; Small amount of time spent in this business; started 06/2018.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-04 |
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