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RK

Ronald O. Kindschi

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CRD#: 269750
RK

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.

Ronald Orson Kindschi was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1970. Ronald had worked at 6 firms and has passed the Series 63, Series 1 and Series 40 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.
The advisor shows no other business activity.

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

May 21, 2015 - August 24, 2015

S.A.I. CAPITAL MANAGEMENT, LLC

RIA
CRD#: 164195
SEAL BEACH, CA
Past

December 17, 2013 - December 31, 2013

S.A.I. CAPITAL MANAGEMENT, LLC

RIA
CRD#: 164195
SEAL BEACH, CA
Past

December 2, 2013 - December 31, 2016

FFR ADVISORY LLC

RIA
CRD#: 108602
SEAL BEACH, CA
Past

January 8, 1998 - March 22, 2007

FFR ADVISORY LLC

RIA
CRD#: 108602
SEAL BEACH, CA
Past

December 30, 1997 - June 10, 2008

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
SEAL BEACH, CA
Past

February 8, 1991 - June 10, 2008

FSC SECURITIES CORPORATION

BD
CRD#: 7461
SEAL BEACH, CA
Past

December 12, 1985 - October 16, 1991

R.W.C. ASSOCIATES, INC.

BD
CRD#: 7492
Past

October 15, 1985 - October 16, 1991

R.W.C. ASSOCIATES, INC.

BD
CRD#: 7492
Past

August 18, 1977 - June 12, 1987

CANDLAND, KINDSCHI & ASSOCIATES

BD
CRD#: 7459
Past

December 7, 1970 - October 10, 1977

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145

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: 12/6/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 11/30/1970
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 6/6/1977
Registered Principal Examination

Current Firm


SC
S.A.I. CAPITAL MANAGEMENT, LLC
S.A.I. CAPITAL MANAGEMENT, LLC

CRD#: 164195 / SEC#: 801-77001

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Contact information


Main Address
3020 Old Ranch Pkwy Suite 300, Seal Beach, CA 90740
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


S.A.I. CAPITAL MANAGEMENT, LLC

CRD#: 164195

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