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KD

Kamrin K. Desmond

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CRD#: 5741749
KD

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.

Kamrin Knight Desmond, who also goes by Kamrin Knight, was a registered financial professional .

Kamrin is a previously registered financial professional and started their career in finance in 2014. Kamrin had worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kamrin Knight

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

September 23, 2014 - October 15, 2017

KNIGHT AND COMPANY WEALTH ADVISORS, LLC

RIA
CRD#: 171840
LOS ALTOS, 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


Current Firm


KA
KNIGHT AND COMPANY WEALTH ADVISORS, LLC
KNIGHT & COMPANY WEALTH ADVISORS, LLC | KNIGHT AND COMPANY WEALTH ADVISORS, LLC

CRD#: 171840 / SEC#:

California
Registered Investment Advisory firm - (9/23/2014 Approved)
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Contact information


Main Address
307 Ray Street, Pleasanton, CA 94566
Mailing Address
Phone number
(408) 267-3105
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts103
AUM (Assets Under Management)$ 53,311,566

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


KNIGHT AND COMPANY WEALTH ADVISORS, LLC

CRD#: 171840

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