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633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-22 |
Branch Locations
16440 Bake Parkway Suite 150, Irvine, CA 92618 • United States
633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
16440 Bake Parkway Suite 150, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-15 |
| KY | RA | APPROVED | 2018-05-02 |
| CA | RA | APPROVED | 2017-10-05 |
Branch Locations
16440 Bake Parkway Suite 150, Irvine, CA 92618 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gf Investment Services, Llc | Sarasota | FL | 04/2012 | 03/2018 |
| Global Financial Private Capital, Llc | Sarasota | FL | 08/2012 | 03/2018 |
| Kanani Financial & Insurance Services, Inc. | Irvine | CA | 02/2022 | Present |
| Madison Avenue Securities, Llc | San Diego | CA | 03/2018 | 09/2021 |
| Kanani Advisory Group, Inc. | Irvine | CA | 10/2017 | Present |
| Kinetic Investment Management, Inc. | Irvine | CA | 04/2026 | Present |
1) NAME: OAKRIDGE PARTNERS PHOENIX, LP; INV RELATED: YES; ADDRESS: 3330 WEST GREENWAY ROAD, PHOENIX, AZ 85053; NATURE: REAL ESTATE; POSITION: INVESTOR; START DATE: 10/23/2017; HOURS/MONTH: LESS THAN 1; TRADING HOURS/MONTH: LESS THAN 1; DUTIES: NONE. 2) NAME: NKCK, LLC; INV RELATED: NO; ADDRESS: 95 VIA ONDA, SAN CLEMENTE, CA 92673; NATURE: OWNS OFFICE BUILDING; POSITION: PARTNER; START DATE: 08/16/2023; HOURS/MONTH: 8; TRADING HOURS/MONTH: 0; DUTIES: MANAGEMENT. 3) DAVID KANANI IS A LICENSED INSURANCE AGENT. DAVID KANANI IS PRESIDENT AND CCO OF KANANI FINANCIAL & INSURANCE SERVICES, INC. LOCATED AT 16440 BAKE PARKWAY, SUITE 150, IRVINE, CA 92618. HE DEVOTES APPROXIMATELY 40 HOURS DURING TRADING HOURS PER WEEK TO THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-04 |
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