Kelly H Clyde

Current Employers

Employment History

• 07/2009 → Present
  Independent Financial Group
  San Diego, CA

Previous Registrations

• 2004-10-25 → 2005-07-22
  Morgan Stanley Dw Inc.
  Santa Ana, CA

Other Businesses

(1) KHC MANAGEMENT, INC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/21/2011 ADDRESS: 4041 Macarthur Blvd, Suite 240, Newport Beach CA 92660, United States DESCRIPTION: 100% OWNER OF KHC MANAGEMENT, INC. A HOLDING COMPANY USED TO RETAIN COMMISSION/FEE INCOME FROM ACTIVITIES AS A REGISTERED REPRESENTATIVE, THEN USED TO COVER OPERATING EXPENSES FOR SOUTH COAST INVESTMENT ADVISORS, LLC. (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/15/2009 ADDRESS: 4041 Macarthur Blvd, Suite 240, Newport Beach CA 92660, United States DESCRIPTION: CA INSURANCE AGENT OFFERING SALES INSURANCE (3) SOUTHCOAST INVESTMENT ADVISORS, LLC POSITION: Partner NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/15/2009 ADDRESS: 4041 Macarthur Blvd, Suite 240, Newport Beach CA 92660, United States DESCRIPTION: 50% OWNER- SOUTHCOAST INVESTMENT ADVISORS, LLC OFFERING SECURITIES, ADVISORY AND INSURANCE SERVICES (4) 1520 NORTH EL CAMINO REAL LLC POSITION: Member NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2021 ADDRESS: 25892 Pecos Rd,, Laguna Hills CA 92653, United States DESCRIPTION: Track rent, expenses, and report to CPA for tax purposes. GOOD BOY GOLF LLC POSITION: Board Member NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/12/2025 ADDRESS: 4014 Camino Ranchero, Unit G, Camarillo CA 93012, United States DESCRIPTION: Involved in monthly board meetings where we discuss ongoing business, business development and company financials. SOUTHCOAST INVESTMENT ADVISORS, LLC POSITION: Partner NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/15/2009 ADDRESS: 1520 N El Camino Real, Unit 1, San Clemente CA 92672, United States DESCRIPTION: (1) 50% OWNER- SOUTHCOAST INVESTMENT ADVISORS, LLC OFFERING SECURITIES, ADVISORY AND INSURANCE SERVICES SINCE 08/2009. INVESTMENT RELATED. APPROXIMATELY 65% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. KHC MANAGEMENT, INC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/21/2011 ADDRESS: 1520 N El Camino Real, Unit 1, San Clemente CA 92672, United States DESCRIPTION: (2) 100% OWNER OF KHC MANAGEMENT, INC. A HOLDING COMPANY USED TO RETAIN COMMISSION/FEE INCOME FROM ACTIVITIES AS A REGISTERED REPRESENTATIVE, THEN USED TO COVER OPERATING EXPENSES FOR SOUTH COAST INVESTMENT ADVISORS, LLC. INVESTMENT RELATED. BUSINESS CONDUCTED AS OFFICE ADDRESS OF RECORD. LIFT FOUNDATION POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 1520 N El Camino Real, Unit 1, San Clemente CA 92672, United States DESCRIPTION: I am one of 5 members of the board of directors for the LIFT Foundation - a local non-profit started by Chris Vizzi a number of years ago. I am responsible for planning and executing the two main events that we put on each year. The duties include soliciting attendees and sponsors and sourcing staffing and venues.

Exams

• S66 Uniform Combined State Law Examination
  2004-09-29

Designations

Other Names

• Kelly H. Clyde
• Kelly H. Clyde