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Current Employers
Kinetic Investment Management, Inc.

633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-22
  • CA RA
    APPROVED
    Since 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

Kanani Advisory Group Inc.

16440 Bake Parkway Suite 150, Irvine, CA 92618 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-12-15
KY RA APPROVED 2018-05-02
CA RA APPROVED 2017-10-05
  • TX RA
    APPROVED_RES
    Since 2020-12-15
  • KY RA
    APPROVED
    Since 2018-05-02
  • CA RA
    APPROVED
    Since 2017-10-05

Branch Locations

16440 Bake Parkway Suite 150, Irvine, CA 92618 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2012 → 03/2018
    Gf Investment Services, Llc
    Sarasota, FL
  • 08/2012 → 03/2018
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 02/2022 → Present
    Kanani Financial & Insurance Services, Inc.
    Irvine, CA
  • 03/2018 → 09/2021
    Madison Avenue Securities, Llc
    San Diego, CA
  • 10/2017 → Present
    Irvine, CA
  • 04/2026 → Present
    Irvine, CA
Previous Registrations
  • 2012-08-28 → 2018-03-06
    Global Financial Private Capital, Inc.
    Irvine, CA
    Irvine, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-27
S63 Uniform Securities Agent State Law Examination 1985-12-04
  • S65 Uniform Investment Adviser Law Examination
    2012-08-27
  • S63 Uniform Securities Agent State Law Examination
    1985-12-04
Other Names
  • David Kanani
  • David Kanani
  • Navid Nmn Kanani

View on SEC IAPD

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