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Mark V. Kenny

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CRD#: 1485556
MK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Vincent Kenny was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1987. Mark had worked at 6 firms and has passed the Series 63, Series 7, Series 2 and Series 22 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) Mark V. Kenny, CPA, CFP7; 26092 Hitching Rail, home, Laguna Hills, CA. 92653; Sole Proprietorship; Owner; Since 07/21; 10-20 Hours/Month; Tax Services for a consulting fee. 2. ) Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 6, 2022 - October 24, 2022

CENTURA WEALTH ADVISORY

RIA
CRD#: 296985
SAN DIEGO, CA
Past

January 1, 2008 - October 14, 2008

CAPLINK SECURITIES, INC

BD
CRD#: 130702
MANHATTAN BEACH, CA
Past

June 7, 2007 - October 14, 2008

CENTARA CAPITAL MANAGEMENT GROUP, INC.

RIA
CRD#: 114880
SAN DIEGO, CA
Past

September 3, 1999 - November 17, 2000

DOLPHIN SECURITIES, INC.

BD
CRD#: 10525
SAN MARCOS, CA
Past

February 4, 1997 - September 12, 1997

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
BETHESDA, MD
Past

January 20, 1987 - August 8, 1988

SIERRA-PACIFIC SECURITIES,INC.

BD
CRD#: 11063

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CENTURA WEALTH ADVISORY
CCG WEALTH MANAGEMENT, LLC | CENTURA WEALTH ADVISORY

CRD#: 296985 / SEC#: 801-113284

RIA
Registered Investment Advisory firm - (5/23/2018 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/27/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 9/11/1996
Non-Member General Securities Examination
General Industry/Product Exam

Current Firm


CW
CENTURA WEALTH ADVISORY
CCG WEALTH MANAGEMENT, LLC | CENTURA WEALTH ADVISORY

CRD#: 296985 / SEC#: 801-113284

RIA
Registered Investment Advisory firm - (5/23/2018 Approved)
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Contact information


Main Address
12255 El Camino Real Suite 125, San Diego, CA 92130
Mailing Address
Phone number
(858) 771-9500
Established
Firm type
Fiscal year end
# of Employees
47

SEC notice filing (18 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CENTURA WEALTH ADVISORY DISCLOSURE BROCHURE (7/30/2025)

Regulatory assets under management


Total Number of Accounts1,467
AUM (Assets Under Management)$ 769,086,884

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CENTURA WEALTH ADVISORY

CRD#: 296985

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