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Detailed Report
ALEX BENJAMIN KAHN
CRD#: 6448176
IA
Investment Adviser
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Previous Broker
FLEXPATH STRATEGIESCRD#: 174306 120 VANTIS SUITE 480
ALISO VIEJO, CA 92656
Registration History
201520162017201820192020202120222023202420252026IAFLEXPATH STRATEGIES (CRD# 174306)2022 - Present (2 years)BKESTRA INVESTMENT SERVICES, LLC (CRD# 42046)2015 - 2017 (2 years)IANFP RETIREMENT INC. (CRD# 121254)2015 - 2022 (7 years)
License(s)

State Registrations

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California 8/19/2022
Current Registration(s)
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FLEXPATH STRATEGIES (CRD#:174306)
120 VANTIS SUITE 480, ALISO VIEJO, CA 92656
Registered with this firm since 8/19/2022
Previous Registration(s)
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 05/27/2015 - 08/19/2022 NFP RETIREMENT INC. (CRD#:121254) ALISO VIEJO, CA
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 03/04/2015 - 04/22/2017 KESTRA INVESTMENT SERVICES, LLC (CRD#:42046) Aliso Viejo, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.