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Michelle Lorraine Durgy

Kcm Investment Advisors

Greenbrae, CA

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Current Employers
Kcm Investment Advisors

300 Drakes Landing Road Suite 210, Greenbrae, CA 94904 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED_RES 2024-03-23
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2024-03-23

Branch Locations

300 Drakes Landing Road Suite 210, Greenbrae, CA 94904 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
City/County San Francisco San Francisco CA 08/2010 09/2017
Kcm Investment Advisors Greenbrae CA 03/2017 Present
  • 08/2010 → 09/2017
    City/County San Francisco
    San Francisco, CA
  • 03/2017 → Present
    Kcm Investment Advisors
    Greenbrae, CA
Previous Registrations
  • 2004-03-03 → 2006-05-18
    Fieldman, Rolapp Financial Services, Llc
    Irvine, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-22
S63 Uniform Securities Agent State Law Examination 2006-07-12
S66 Uniform Combined State Law Examination 1999-10-11
  • S65 Uniform Investment Adviser Law Examination
    2017-09-22
  • S63 Uniform Securities Agent State Law Examination
    2006-07-12
  • S66 Uniform Combined State Law Examination
    1999-10-11
Other Names
  • Michelle Lorraine Bailes

View on SEC IAPD

Other Firms

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FAIRVIEW CAPITAL
SPYGLASS CAPITAL MANAGEMENT, LLC
EDITION VENTURES LLC
RBC CAPITAL MARKETS, LLC
CERITY PARTNERS LLC
CROWN ADVISORS MANAGEMENT, INC.

Other Investors

MATTHEW ALLEN JOHNSON
GESA EMARIE JARAVATA
Honna Manhan Li
DONALD OLSEN JESBERG
JOHN CRAWFORD POGUE
JOHN ARTHUR LUNDIN
GUY JON BENSTEAD
RAYMOND JAMES RANDOLPH

Other Offices

SLOW CAPITAL, INC. · GREENBRAE, CA
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP · GREENBRAE, CA
FAIRVIEW CAPITAL · GREENBRAE, CA
SPYGLASS CAPITAL MANAGEMENT, LLC · GREENBRAE, CA
EDITION VENTURES LLC · GREENBRAE, CA
RBC CAPITAL MARKETS, LLC · Greenbrae, CA
CERITY PARTNERS LLC · GREENBRAE, CA
CROWN ADVISORS MANAGEMENT, INC. · LARKSPUR, CA

More in Greenbrae, CA

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