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Advisor at KENNEDY WEALTH MANAGEMENT, LLC
CALABASAS, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KENNEDY WEALTH MANAGEMENT, LLC | State registered | Dec 11, 2023 | n/a | yes | CALABASAS, CA | Current employment |
| MUCH WEALTH MANAGEMENT, INC. | State registered | Apr 21, 2010 | Mar 31, 2011 | no | SOUTHLAKE, TX | Previous registration |
| KALOS MANAGEMENT | Former SEC adviser | Jan 19, 2006 | Jan 31, 2006 | no | PONTE VEDRA BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MUCH WEALTH MANAGEMENT, INC. | KENNEDY WEALTH MANAGEMENT, LLC | Mar 31, 2011 | Dec 11, 2023 | 4,638 | Firm change after gap | Other |
| KALOS MANAGEMENT | MUCH WEALTH MANAGEMENT, INC. | Jan 31, 2006 | Apr 21, 2010 | 1,541 | Firm change after gap | Other |