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RIA / WealthAdvisorCertified Financial Planner27 years in industry

TIMOTHY PATRICK KENNEY

Advisor at SEAWISE FINANCIAL, INC.

CARDIFF BY THE SEA, CA

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Search this name across graphsid dfx:ria:4265ef53-6181-03e1-ae1d-8cfc5b41a8ec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 8, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SEAWISE FINANCIAL, INC.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 27, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Nov 27, 1998
First registration: Aug 8, 2008
Dual registered: no
IAPD individual key: 3097033

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SEAWISE FINANCIAL, INC.	State registered	Oct 11, 2018	n/a	yes	CARDIFF BY THE SEA, CA	Current employment
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Aug 3, 2018	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Mar 13, 2014	Jan 8, 2018	no	SAN DIEGO, CA\|Oceanside, CA\|Cardiff, CA\|San Diego, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 12, 2010	Mar 4, 2014	no	SAN DIEGO, CA\|WEEHAWKEN, NJ\|SAN DIEGO, CA\|WEEHAWKEN, NJ\|SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Aug 8, 2008	Jan 25, 2010	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
USAA INVESTMENT SERVICES COMPANY	SEAWISE FINANCIAL, INC.	Aug 3, 2018	Oct 11, 2018	69	Firm change	Ibd to state RIA
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
UBS FINANCIAL SERVICES INC.	USAA FINANCIAL PLANNING SERVICES	Mar 4, 2014	Mar 13, 2014	9	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	UBS FINANCIAL SERVICES INC.	Jan 25, 2010	Jan 12, 2010	-13	Firm change	Other

Relationships

Registered with (5)

→ SEAWISE FINANCIAL, INC.Registered adviserregistration: current employment
Oct 11, 2018 to presentfactForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to Aug 3, 2018factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Mar 13, 2014 to Jan 8, 2018factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 12, 2010 to Mar 4, 2014factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Aug 8, 2008 to Jan 25, 2010factForm ADV

Dated events

No dated event names this entity yet.