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AK

Alexandra C. Kinander

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CRD#: 5346286
AK

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.

Alexandra Cabral Kinander, CFP®, who also goes by Alexandra Blatt Cabral, was a registered financial professional .

Alexandra is a previously registered financial professional and started their career in finance in 2007. Alexandra had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alexandra Blatt Cabral

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. INSURANCE AGENT - SELLING LIFE AND HEALTH INSURANCE TO INDIVIDUAL THROUGH SEVERAL DIFFERENT CARRIERS, COMPENSATED THROUGH COMMISSIONS FROM CARRIERS 2. PLANNING ASSISTANT WITH DM BRENNER, INC. - ASSISTING IN THE PREPARATION OF PROJECTIONS AND SPREADSHEETS ASSOCIATED WITH FINANCIAL PLANS, COMPENSATED HOURLY 3. Representative also has passive income through rental properties 3.REGISTERED assistant for DM Brenner, Inc. 4. IAR with DM Brenner, Inc.

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®
CFP®

Experience


Past

October 29, 2013 - September 22, 2023

D. M. BRENNER, INC.

RIA
CRD#: 134398
SOLANA BEACH, CA
Past

May 20, 2013 - October 6, 2020

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
SOLANA BEACH, CA
Past

August 12, 2011 - May 17, 2013

SCF SECURITIES, INC.

BD
CRD#: 47275
SAN DIEGO, CA
Past

August 1, 2007 - August 16, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
ENCINITAS, CA
Past

June 25, 2007 - August 16, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
ENCINITAS, CA

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".
DM
D. M. BRENNER, INC.
BRENNER, DAVID MORGAN | NAVIGATOR ADVISORY SERVICES, INC | LM HARWOOD, INC. | DAVID M. BRENNER | D. M. BRENNER, INC. | D. M. BRENNER & ASSOCIATES

CRD#: 134398 / SEC#: 801-119136

RIA
Registered Investment Advisory firm - (9/8/2020 Approved)
California
Registered Investment Advisory firm - (3/19/2022 Terminated)
Texas
Registered Investment Advisory firm - (2/17/2022 Terminated)

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
IAR
Series 66
Date: 7/14/2007
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DM
D. M. BRENNER, INC.
BRENNER, DAVID MORGAN | NAVIGATOR ADVISORY SERVICES, INC | LM HARWOOD, INC. | DAVID M. BRENNER | D. M. BRENNER, INC. | D. M. BRENNER & ASSOCIATES

CRD#: 134398 / SEC#: 801-119136

RIA
Registered Investment Advisory firm - (9/8/2020 Approved)
California
Registered Investment Advisory firm - (3/19/2022 Terminated)
Texas
Registered Investment Advisory firm - (2/17/2022 Terminated)
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Contact information


Main Address
380 Stevens Avenue Suite 205, Solana Beach, CA 92075
Mailing Address
Phone number
(858) 345-1001
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

D.M. BRENNER, INC. FORM ADV PART 2A (3/28/2025)

Regulatory assets under management


Total Number of Accounts389
AUM (Assets Under Management)$ 176,059,293

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


D. M. BRENNER, INC.

CRD#: 134398

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