KM
Kevin M. Malone
MALONE WEALTH VENTURES LLC
Colleyville, TX
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CRD#: 6443764
KM
Professional summary
Kevin Maxwell Malone, who also goes by Kevin Malone, is a registered financial advisor currently at MALONE WEALTH VENTURES LLC located in Colleyville, Texas.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kevin has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin Malone
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) Licensed Insurance Agent; investment-related; 1027 Pamela Court, Paso Robles, CA 93446; CA resident insurance producer; independent insurance agent/broker. 2) MALONE WEALTH CHARITABLE FUND INC., NON-INVESTMENT RELATED. 2802 FLINTROCK TRACE, STE. 279 AUSTIN, TX 78738. CHARITY. PRESIDENT. 03/06/2023. 20 HRS/MONTH. 2 HRS/SECURITIES TRADING HOURS. RAISES MONEY IN SPARE TIME FOR CHARITY TO BRING FINANCIAL LITERACY TO CHILDREN ACROSS THE COUNTRY. 3) TWITTER; NON-INVESTMENT RELATED. 676 N.KEAGAN MERIDIAN, IDAHO 83462. USER. 09/2023. 20 HRS/MONTH. 2 HRS/SECURITIES TRADING HOURS. POST GENERAL INVESTMENT INFORMATION AND NEWS REGERADING THE INDUSTRY 4.) ARCHANGEL PRODUCTIONS. NON-INVESTMENT RELATED. 318 WINTHROP ST. MEDFORD, MA 02155. ENTERTAINMENT. EXECUITVE FINANCIAL ADVISOR. 20% OWNER. 08/2024. 20 HRS/MONTH. 5 HRS/SECURITIES TRADING HOURS. CONSULTANT FOR EQUITY RAISING FOR PRODUCTION PROJECTS SUCH AS DOCUMENTARIES AND MOVIES. BRAINSTORMING NEW PROJECT IDEAS AND FINDING POSSIBLE NEW INVESTORS ON MEDIA PROJECTS. 5.) QUANTUM BIO PHARMA CORP. NON-INVESTMENT RELATED. 55 UNIVERSITY AVE. SUITE 103, TORONTO, ON. M5J 2H7 CANADA. ADVISOR TO THE BOARD. BIOTECT COMPANY WHO BELIEVES THE COMPANY WAS TARGETED FOR MANIPULATIVE STOCK PRACTICES AND WANTS TO SAVE THEIR COMPANY. 30000 SHARES OWNED. 04/2025. 10 HRS/MONTH. 5 HRS/SECURITIES TRADING HOURS. ADVISE THE BOARD ON WAYS TO COMBAT MARKET CORRUPTION AND ILLEGAL NAKED SHORT SELLING OF THEIR COMPANY'S SHARES. 6.) GENIUS GROUP, LTD. NON-INVESTMENT RELATED. 3 TEMASEK AVENUE, LEVEL 17-18, SINGAPORE 039190. AS THE COMPANY PREPARES TO FILE ITS LAWSUIT FOR ALLEGED MARKET MANIPULATION INCLUDING NAKED SHORT SELLING AND SPOOFING, IT HAS APPOINTED MR. MALONE TO PROVIDE EXPERTISE AND STRATEGIES TO THE BOARD, AND WORK TOGETHER WITH THE COMPANY'S TEAM OF LAWYERS AND DATA ANALYSTS BOTH PRIOR TO AND FOLLOWING THE FILING. ADVISOR TO THE BOARD OF DIRECTORS AT GENIUS GROUP, LTD. LESS THAN 1% OWNERSHIP. 07/1/2025. 20 HRS/MONTH. 5 HRS/SECURITIES TRADING HOURS. PROVIDE EXPERTISE AND STRATEGIES TO THE BOARD, AND TO WORK TOGETHER WITH THE COMPANYS TEAM OF LAWYERS AND DATA ANALYSTS BOTH PRIOR TO AND FOLLOWING THE FILING OF THEIR LAWSUIT.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Maxwell Malone's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 1, 2021 - Present
MALONE WEALTH VENTURES LLC
RIA
CRD#: 312782
Colleyville, TX
Past
April 24, 2015 - January 8, 2021
EDWARD JONES
RIA
CRD#: 250
PASO ROBLES, CA
Past
March 24, 2015 - January 8, 2021
EDWARD JONES
BD
CRD#: 250
PASO ROBLES, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/1/2021)
IAR
Idaho(6/27/2024)
IAR
Texas(9/13/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MW
MALONE WEALTH VENTURES LLC
MALONE WEALTH | VINEYARD CAPITAL | MALONE WEALTH VENTURES LLC | MALONE WEALTH VENTURES
CRD#: 312782 / SEC#: 801-120414
RIA
Registered Investment Advisory firm - (7/28/2021 Terminated)California
Registered Investment Advisory firm - (7/26/2021 Approved)Idaho
Registered Investment Advisory firm - (6/26/2024 Approved)Texas
Registered Investment Advisory firm - (9/13/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Boise, ID
Mailing Address
Phone number
(530) 519-7540
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 135 |
| AUM (Assets Under Management) | $ 64,786,465 |
Red Flags
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