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KK

Kenneth W. Kidd

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CRD#: 2545704
KK

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.

Kenneth William Kidd was a registered financial professional .

Kenneth is a previously registered financial professional and started their career in finance in 1994. Kenneth had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 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.
KWK CAPITAL MGT POSITION: OWNER NATURE: SALES OF FIXED INSURANCE PRODUCTS. INVESTMENT RELATED: NO NUMBER OF HOURS: 4 INVESTMENT RELATED HOURS: 0 START DATE: 02/04/2014 ADDRESS: 8362 SIX FORKS RD.,SUITE 202, RALEIGH NC 27615 DESCRIPTION: SALES OF FIXED INSURANCE PRODUCTS,INCLUDING INDEXED ANNUITIES. KALOS MANAGEMENT POSITION: Investment Advisor Representative NATURE: investment advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2014 ADDRESS: 1328 Kings Grant Dr, Raleigh NC 27614, United States DESCRIPTION: Investment advisor representative offering portfolio management on a fee basis

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

February 17, 2012 - January 31, 2023

KALOS MANAGEMENT

RIA
CRD#: 133025
RALEIGH, NC
Past

February 17, 2012 - September 30, 2022

KALOS CAPITAL, INC.

BD
CRD#: 44337
RALEIGH, NC
Past

January 14, 2009 - February 15, 2012

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA
CRD#: 108728
RENTON, WA
Past

January 14, 2009 - February 15, 2012

PACIFIC WEST SECURITIES, INC.

BD
CRD#: 6390
RALEIGH, NC
Past

August 31, 2007 - January 13, 2009

INTERCAROLINA FINANCIAL SERVICES, INC.

RIA
CRD#: 19475
RALEIGH, NC
Past

August 31, 2007 - January 13, 2009

INTERCAROLINA FINANCIAL SERVICES, INC.

BD
CRD#: 19475
GREENSBORO, NC
Past

February 23, 2006 - September 4, 2007

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA
CRD#: 126514
RALEIGH, NC
Past

October 31, 2003 - September 4, 2007

THE STRATEGIC FINANCIAL ALLIANCE, INC.

BD
CRD#: 126514
RALEIGH, NC
Past

October 31, 1994 - December 1, 2003

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA

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
IAR
Series 65
Date: 7/29/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


KM
KALOS MANAGEMENT
CATALYST WEALTH MANAGEMENT | KALOS MANAGEMENT, INC. | KALOS MANAGEMENT

CRD#: 133025 / SEC#: 801-65182

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Contact information


Main Address
818 A1a N Ste. 30, Ponte Vedra Beach, FL 32082
Mailing Address
Phone number
(770) 407-5401
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/16/2023)

Regulatory assets under management


Total Number of Accounts1,174
AUM (Assets Under Management)$ 128,562,434

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


KALOS MANAGEMENT

CRD#: 133025

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