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Michael Kennedy

9 Years of Experience
Kirkland, WA
Broker

Michael Kennedy is a registered investment advisor, based in Kirkland, WA, with 9 years of industry experience.

Location

11250 Kirkland Way, Suite 100, Kirkland, WA, 98033

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is the sole Managing Member of Calpa Advisors LLC and Calpa Strategies. He dedicates nearly full-time hours to these entities, with Calpa Advisors providing pension consulting services and Calpa Strategies offering intellectual property and index consulting. Michael also acts as a placement agent for Butler Capital Partners, spending minimal time on this activity.

Employment History
Current Registrations
Butler Capital PartnersBroker
December 2022 - Present · 3 yrs 5 mos
Butler Capital Partners
December 2022 - Present · 3 yrs 5 mos
Calpa Advisors LLC
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
D.A. Davidson & CO.
April 2009 - September 2011 · 2 yrs 5 mos
D.A. Davidson & CO.Broker
April 2009 - September 2011 · 2 yrs 5 mos
Ra Bench, INC
January 2009 - April 2009 · 3 mos
Ra BenchBroker
February 2008 - April 2009 · 1 yr 2 mos
Clark Securities, INC.Broker
July 2006 - September 2007 · 1 yr 2 mos
Deam Investor Services, INC.Broker
August 2005 - May 2006 · 9 mos
State Registrations2 states
NYWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.