David Kanani has been an investment adviser representative at Kinetic Investment Management since April 2026, and is not listed among the firm’s executive officers or direct owners.
Kinetic Investment Management, Inc. is a Los Angeles, CA firm with $451M under management, 1,460 clients and 31 advisers across 20 offices, as of its September 2026 filing.
David Kanani’s longest registration is the current one, 9 years at Kanani Advisory Group Inc. since 2017. Before joining Kinetic Investment Management in 2026, David Kanani was registered through Global Financial Private Capital, LLC.
- – present · under a yearIrvine, CA · Adviser representative · Firm CRD 283034
- Kanani Advisory Group Inc.Also current– present · 9 yearsIrvine, CA · Adviser representative · Firm CRD 288314
- Global Financial Private Capital, LLC– · 5 yearsIrvine, CA · Adviser representative · Firm CRD 132070
Investment adviser representative registrations
David Kanani is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from October 2017; the most recent is Texas, in December 2020.
- CaliforniaSince 5 October 2017
- KentuckySince 2 May 2018
- TexasResidentSince 15 December 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 27 August 2012 |
| Series 7 | General Securities Representative Examination | 10 October 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 December 1985 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 November 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 1421227
- Firm
- Kinetic Investment Management · CRD 283034
- Office
- 16440 Bake Parkway, Suite 150, Irvine, CA 92618
- Registration
- Investment adviser registration
- In the industry since
- December 1985
- Disciplinary history
- Not yet shown here · SEC record
Where does David Kanani work?
David Kanani is an investment adviser representative registered through Kinetic Investment Management, Inc. since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is David Kanani a financial advisor?
Yes. David Kanani has a current investment-adviser registration in California, Kentucky and Texas, through Kinetic Investment Management since April 2026.
How many years of experience does David Kanani have?
David Kanani has 40 years in the financial industry, since December 1985, across 3 adviser firms.
What exams has David Kanani passed?
David Kanani has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in November 1985. FINRA credited David Kanani with the SIE, which began in October 2018.
Where did David Kanani work before Kinetic Investment Management?
Before Kinetic Investment Management, David Kanani was registered through Global Financial Private Capital, LLC, August 2012 to March 2018.
Where is David Kanani based?
David Kanani’s registered office is in Irvine, CA.
Is David Kanani registered with FINRA?
No. David Kanani has no current broker registration.
How can I verify David Kanani’s record?
Search CRD 1421227 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Kanani’s full registration record.