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KC

Keny E. Chang

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CRD#: 4038234
KC

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.

Keny Edgar Chang was a registered financial professional .

Keny is a previously registered financial professional and started their career in finance in 2000. Keny had worked at 8 firms and has passed the Series 65, Series 63, Series 66, Series 7, Series 6, Series 53 and Series 24 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.
KENY CHANG IS AN INDEPENDENT LICENSED INSURANCE AGENT. ADDITIONALLY, KENY EDGAR CHANG IS A PRINCIPAL OF C&K Associates LLC THAT OFFERS CONSULTING SERVICES (STRATEGY, MARKETING, ORGANIZATION, OPERATIONS, TECHNOLOGY, AND MERGERS & ACQUISITIONS) AND REAL ESTATE AND DEVELOPMENT SERVICES (OWNING AND MANAGING OFFICE AND INDUSTRIAL PROPERTIES, MEDICAL OFFICE BUILDINGS AND MULTI-FAMILY COMMUNITIES). Keny Edgar Chang is a real estate broker or dealer.

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 6, 2020 - February 9, 2024

TALINO CAPITAL PARTNERS LLC

RIA
CRD#: 307129
DIAMOND BAR, CA
Past

November 30, 2017 - November 7, 2019

CATALINA CAPITAL GROUP, LLC

RIA
CRD#: 172556
TORRANCE, CA
Past

September 2, 2015 - December 18, 2017

GOLDEN FOUNDATION ADVISORS LLC

RIA
CRD#: 173507
PASADENA, CA
Past

September 8, 2003 - June 20, 2006

CITICORP INVESTMENT SERVICES

RIA
CRD#: 23988
LOS ANGELES, CA
Past

January 14, 2003 - June 20, 2006

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LOS ANGELES, CA
Past

April 30, 2002 - May 10, 2003

GONOW SECURITIES, INC.

BD
CRD#: 104020
LOS ANGELES, CA
Past

February 20, 2002 - December 10, 2002

GLOBAL-AMERICAN INVESTMENTS, INC.

BD
CRD#: 41802
WALNUT, CA
Past

June 2, 2000 - September 24, 2001

FURTHER LANE SECURITIES, L.P.

BD
CRD#: 38162
NEW YORK, NY
Past

January 17, 2000 - June 1, 2000

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA

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: 9/1/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 11/4/2008
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TC
TALINO CAPITAL PARTNERS LLC
KINGSTONE CAPITAL ADVISORS LLC | TALINO CAPITAL PARTNERS LLC

CRD#: 307129 / SEC#:

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Contact information


Main Address
1370 Valley Vista Drive Suite 228, Diamond Bar, CA 91765
Mailing Address
Phone number
(626) 460-0088
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 1,000,000

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


TALINO CAPITAL PARTNERS LLC

CRD#: 307129

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