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Randall Lynn Whitfield

Telos Capital Management, Inc.

Ventura, CA

San Diego, CA

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Current Employers
Telos Capital Management, Inc.

13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-02-12
CA RA APPROVED 2014-12-04
  • OR RA
    APPROVED
    Since 2024-02-12
  • CA RA
    APPROVED
    Since 2014-12-04

Branch Locations

121 N Fir Street Suite E, Ventura, CA 93001 • United States

13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • 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
Telos Capital Management, Inc. San Diego CA 11/2014 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-15
S63 Uniform Securities Agent State Law Examination 1998-04-01
  • S65 Uniform Investment Adviser Law Examination
    2013-04-15
  • S63 Uniform Securities Agent State Law Examination
    1998-04-01
Other Names
  • Randall Whitefield
  • Randy Whitfield

View on SEC IAPD

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