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7145 Woodley Avenue, Van Nuys, CA 91406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-01 |
Branch Locations
7145 Woodley Avenue, Van Nuys, CA 91406 • United States
Laguna Niguel, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cape Star Company | Aliso Viejo | CA | 03/1977 | Present |
| Kestra Investment Services, Llc | Aliso Viejo | CA | 08/2014 | 10/2023 |
| Nfp Retirement | Aliso Viejo | CA | 11/2016 | 08/2023 |
| Jkr & Co., Inc. | Van Nuys | CA | 09/2023 | Present |
| Nfp Retirement, Inc | Aliso Viejo | CA | 08/2023 | 10/2023 |
| J K R & Co., Inc. | Van Nuys | CA | 10/2023 | Present |
Business Name: Cape Star Company dba Cape Star Company Insurance Services Investment Related: Yes Address: 30882 Westgreen Dr Laguna Niguel CA 92677 Nature of Business: Insurance Position, Title or Relationship: Owner, President Start Date: 2/1/1978 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: sales and service of life insurance products, non-qualified deferred compensation Business Name: NFP Investment Related: Yes Address: 120 Vantis, Suite 400 Aliso Viejo CA 92656 Nature of Business: Investment Advisory services through an independent outside RIA Position, Title or Relationship: Independent Contractor Start Date: 4/4/2016 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Investment advisory services JKR & Co., Inc. Investment Advisory business, IAR of the firm as an independent contractor. Start Date 9/91/2023 approximately 30% a month around 30 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-20 |
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