Best Investors Account Sign in
Inactive

Kelly L Roemers

Statheros Financial Solutions, Inc.

San Jose, CA

El Dorado Hills, CA

Claim This Profile
Current Employers
Statheros Financial Solutions, Inc.

1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-11-21
  • CA RA
    APPROVED
    Since 2019-11-21

Branch Locations

2107 North 1St Street Suite 415, San Jose, CA 95131 • United States

1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762 • 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
Pgr Solutions, Llc (Succeeded To Statheros Financial Solutions) Campbell CA 08/2002 11/2019
Statheros Financial Solutions, Inc. San Jose CA 11/2019 Present
Previous Registrations
  • 2016-05-10 → 2019-12-31
    Pgr Solutions, Llc
    San Jose, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-10
  • S65 Uniform Investment Adviser Law Examination
    2016-05-10
Other Names
  • Kelly Lynn Stout
  • Kelly L. Roemers

View on SEC IAPD

More in San Jose, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor