Michael Kennedy has been an investment adviser representative at Whitener Capital Management since February 2024, and is not listed among the firm’s executive officers or direct owners.
Whitener Capital Management, Inc is a Rocky Mount, NC firm with $598M under management, 851 clients and 5 advisers across 3 offices, as of its February 2026 filing.
Michael Kennedy’s longest registration is the current one, 2 years at Whitener Capital Management since 2024. Before joining Whitener Capital Management in 2024, Michael Kennedy was registered through Truist Advisory Services, Inc.
- – present · 2 yearsRocky Mount, NC · Adviser representative · Firm CRD 106865
- Truist Advisory Services, Inc.– · under a yearRaleigh, NC · Adviser representative · Firm CRD 283390
Investment adviser representative registrations
Michael Kennedy is registered as an investment adviser representative in North Carolina, since February 2024.
- North CarolinaSince 1 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 23 October 2023 |
| Series 7TO | General Securities Representative Examination | 4 August 2023 |
| SIE | Securities Industry Essentials Examination | 21 November 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7589285
- Firm
- Whitener Capital Management · CRD 106865
- Office
- 3993 SUNSET AVENUE, Rocky Mount, NC 27804
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Kennedy work?
Michael Kennedy is an investment adviser representative registered through Whitener Capital Management, Inc since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Michael Kennedy a financial advisor?
Yes. Michael Kennedy has a current investment-adviser registration in North Carolina, through Whitener Capital Management since February 2024.
How many years of experience does Michael Kennedy have?
Michael Kennedy has 3 years in the financial industry, since September 2023, across 2 adviser firms.
What exams has Michael Kennedy passed?
Michael Kennedy has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in November 2022.
Where did Michael Kennedy work before Whitener Capital Management?
Before Whitener Capital Management, Michael Kennedy was registered through Truist Advisory Services, Inc., October 2023 to January 2024.
Where is Michael Kennedy based?
Michael Kennedy’s registered office is in Rocky Mount, NC.
Is Michael Kennedy registered with FINRA?
No. Michael Kennedy has no current broker registration.
How can I verify Michael Kennedy’s record?
Search CRD 7589285 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Kennedy’s full registration record.
