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Kennedy 700 Leaving Office: Date Left // (Check one) The period covered is January 1, 2016, through the date of leaving office. The period covered is //, through the date of leaving office. Annual: The period covered is January 1, 2016, through December 31, 2016. The period covered is //, through December 31, 2016. StAtement Of eCOnOmiC intereStS COver PAge FPPC Form 700 (2016/2017) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll-Free Helpline: 866/275-3772 www.fppc.ca.gov I have used all reasonable diligence in preparing this statement. I have reviewed this statement and to the best of my knowledge the information contained herein and in any attached schedules is true and complete. I acknowledge this is a public document. i certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date Signed (month, day, year) 3. type of Statement (Check at least one box) State Judge or Court Commissioner (Statewide Jurisdiction) Multi-County County of City of Other 2. Jurisdiction of Office (Check at least one box) Candidate: Election year and office sought, if different than Part 1: Assuming Office: Date assumed // Date Initial Filing Received Official Use Only Please type or print in ink. 700 FAIr POLITICAL PrACTICES COMMISSION CALIFORNIA FORM Agency Name (Do not use acronyms) Division, board, Department, District, if applicable Your Position 1. Office, Agency, or Court nAme Of fiLer (LASt) (firSt) (miDDLe) MAiLiNg ADDrESS STrEET CiTY STATE ZiP CODE ( ) DAYTiME TELEPhONE NuMbEr E-MAiL ADDrESS (Business or Agency Address Recommended - Public Document) Signature (File the originally signed statement with your filing official.) 5. verification A PuBLIC DOCuMENT ► If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: Position: -or- -or- None - No reportable interests on any schedule 4. Schedule Summary (must complete) Schedules attached Schedule A-1 - Investments – schedule attached Schedule A-2 - Investments – schedule attached Schedule B - Real Property – schedule attached ► Total number of pages including this cover page: -or- Schedule C - Income, Loans, & Business Positions – schedule attached Schedule D - Income – Gifts – schedule attached Schedule e - Income – Gifts – Travel Payments – schedule attached Kennedy Kevin City of Alameda Treasurer 8 Alameda 4 8 8 8 1516 Oak St Ste 101 Alameda CA 94501-2953 510 748-1898 kevin@KevinKennedyLLC.com 03/16/2017 01:21 PM 8 Filed Date: 03/16/2017 01:21 PM SAN: FPPC Electronic Submission IF APPLICABLE, LIST DATE: // // ACQuIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQuIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQuIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQuIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQuIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQuIRED DISPOSED 16 16 16 16 1616 161616 Name ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS Comments: SChEDuLE A-1 Investments Stocks, Bonds, and Other Interests (Ownership Interest is Less Than 10%) Do not attach brokerage or financial statements. 700 FAIr POLITICAL PrACTICES COMMISSION CALIFORNIA FORM FPPC Form 700 (2016/2017) Sch. A-1 FPPC Advice Email: advice@fppc.ca.gov FPPC Toll-Free Helpline: 866/275-3772 www.fppc.ca.gov FAIR MARKET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 16 NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) 1616 Kevin Kennedy Bank of Marin Banking 8 8 16 16 16 16 16 16 16 16 16 16 16 16 ► 3. LIST ThE NAME OF EACh rEPOrTABLE SINGLE SOurCE OF INCOME OF $10,000 Or MOrE (Attach a separate sheet if necessary.) IF APPLICABLE, LIST DATE: // // ACQuIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQuIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQuIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQuIRED DISPOSED 16 16 16 1616 16 SChEDuLE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) Comments: Name Address (Business Address Acceptable) Name Address (Business Address Acceptable) FAIR MARKET vALuE $0 - $1,999 $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET vALuE $0 - $1,999 $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 GENERAL DESCRIPTION OF THIS BuSINESS GENERAL DESCRIPTION OF THIS BuSINESS INvESTMENT REAL PROPERTY Name of Business Entity, if Investment, or Assessor’s Parcel Number or Street Address of Real Property Description of Business Activity or City or Other Precise Location of Real Property INvESTMENT REAL PROPERTY Name of Business Entity, if Investment, or Assessor’s Parcel Number or Street Address of Real Property Description of Business Activity or City or Other Precise Location of Real Property ► 4. INVESTMENTS AND INTErESTS IN rEAL PrOPErTY hELD Or LEASED By ThE BuSINESS ENTITY Or TruST ► 4. INVESTMENTS AND INTErESTS IN rEAL PrOPErTY hELD Or LEASED By ThE BuSINESS ENTITY Or TruST Check one Trust, go to 2 Business Entity, complete the box, then go to 2 Check one Trust, go to 2 Business Entity, complete the box, then go to 2 ► 3. LIST ThE NAME OF EACh rEPOrTABLE SINGLE SOurCE OF INCOME OF $10,000 Or MOrE (Attach a separate sheet if necessary.) ► 2. IDENTIFY ThE GrOSS INCOME rECEIVED (INCLuDE YOur PrO rATA ShArE OF ThE GrOSS INCOME TO ThE ENTITY/TruST) ► 2. IDENTIFY ThE GrOSS INCOME rECEIVED (INCLuDE YOur PrO rATA ShArE OF ThE GrOSS INCOME TO ThE ENTITY/TruST) Name 700 Check one box:Check one box: YOuR BuSINESS POSITION YOuR BuSINESS POSITION FPPC Form 700 (2016/2017) Sch. A-2 FPPC Advice Email: advice@fppc.ca.gov FPPC Toll-Free Helpline: 866/275-3772 www.fppc.ca.gov FAIR MARKET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 $0 - $499 $500 - $1,000 $1,001 - $10,000 $0 - $499 $500 - $1,000 $1,001 - $10,000 $10,001 - $100,000 OvER $100,000 $10,001 - $100,000 OvER $100,000 FAIr POLITICAL PrACTICES COMMISSION CALIFORNIA FORM ► 1. BuSINESS ENTITY Or TruST ► 1. BuSINESS ENTITY Or TruST NATuRE OF INTEREST Property Ownership/Deed of Trust Stock Partnership Leasehold Other Check box if additional schedules reporting investments or real property are attached Yrs. remaining NATuRE OF INTEREST Property Ownership/Deed of Trust Stock Partnership Leasehold Other Check box if additional schedules reporting investments or real property are attached Yrs. remaining 16 16 Other NATuRE OF INvESTMENT Partnership Sole Proprietorship Other NATuRE OF INvESTMENT Partnership Sole Proprietorship None Noneor or Names listed below Names listed below Kevin Kennedy Kevin Kennedy, LLC 1516 Oak Street Suite 101 Alameda CA 94501 8 Registered Investment Advisor 8 16 16 8 LLC President, Managing Member 8 8 16 16 16 16 16 16 FPPC Form 700 (2016/2017) Sch. C FPPC Advice Email: advice@fppc.ca.gov FPPC Toll-Free Helpline: 866/275-3772 www.fppc.ca.gov (Real property, car, boat, etc.)(Real property, car, boat, etc.) SChEDuLE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) GROSS INCOME RECEIvED No Income - Business Position Only No Income - Business Position OnlyGROSS INCOME RECEIvED Name OvER $100,000 OvER $100,000 $500 - $1,000 $500 - $1,000 $1,001 - $10,000 $1,001 - $10,000 $10,001 - $100,000 $10,001 - $100,000 700 FAIr POLITICAL PrACTICES COMMISSION CALIFORNIA FORM ► 1. INCOME rECEIVED NAME OF SOuRCE OF INCOME ADDRESS (Business Address Acceptable) BuSINESS ACTIvITY, IF ANY, OF SOuRCE YOuR BuSINESS POSITION ► 1. INCOME rECEIVED NAME OF SOuRCE OF INCOME ADDRESS (Business Address Acceptable) BuSINESS ACTIvITY, IF ANY, OF SOuRCE YOuR BuSINESS POSITION NAME OF LENDER* ADDRESS (Business Address Acceptable) BuSINESS ACTIvITY, IF ANY, OF LENDER INTEREST RATE TERM (Months/Years) % None HIGHEST BALANCE DuRING REPORTING PERIOD $500 - $1,000 $1,001 - $10,000 $10,001 - $100,000 OvER $100,000 Comments: ► 2. LOANS rECEIVED Or OuTSTANDING DurING ThE rEPOrTING PErIOD * You are not required to report loans from commercial lending institutions, or any indebtedness created as part of a retail installment or credit card transaction, made in the lender’s regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender’s regular course of business must be disclosed as follows: SECuRITY FOR LOAN None Personal residence Real Property Guarantor Other Street address City (Describe) CONSIDERATION FOR WHICH INCOME WAS RECEIvED Salary Spouse’s or registered domestic partner’s income (For self-employed use Schedule A-2.) Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) Sale of Other CONSIDERATION FOR WHICH INCOME WAS RECEIvED Salary Spouse’s or registered domestic partner’s income (For self-employed use Schedule A-2.) Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) Sale of Other (Describe)(Describe) (Describe)(Describe) Rental Income, list each source of $10,000 or more Rental Income, list each source of $10,000 or moreCommission or Commission or Loan repayment Loan repayment Kevin Kennedy Kevin Kennedy, LLC 1516 Oak Street Suite 101 Alameda CA 94501 Reistered Investment Advisor President 8 8 Bank of Marin 504 Redwood Blvd Suite 100 Novato CA 94947 Banking Director 8 8