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Inactive

Kelli Marie Burger

Weatherly Asset Management

Del Mar, CA

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Current Employers
Weatherly Asset Management

832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2012-05-21
  • CA RA
    APPROVED
    Since 2012-05-21

Branch Locations

832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • 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
Weatherly Asset Management Del Mar CA 01/2016 12/2017
Weatherly Asset Management Del Mar CA 01/2018 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-19
  • S65 Uniform Investment Adviser Law Examination
    2012-05-19
Designations
Other Names
  • Kelli Marie Ruby

View on SEC IAPD

Other Firms

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STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
FIRST TURN MANAGEMENT, LLC
FOCUS INVESTMENT ADVISORS, INC
LPL FINANCIAL LLC
KARMEL CAPITAL MANAGEMENT LLC
LT1 CAPITAL LLC

Other Investors

Bradley S Cooperman
Adrian Fredrick Schulz
ANNETTE LOUISE YOUNG
RONALD D LANDELIUS
Jason French
VANESSA LYNN GRILLO
NOZOMI LAUGHY
Ian Kelly-Thomas

Other Offices

J.P. MORGAN SECURITIES LLC · DEL MAR, CA
J.P. MORGAN SECURITIES LLC · Del Mar, CA
J.P. MORGAN SECURITIES LLC · Del Mar, CA
J.P. MORGAN SECURITIES LLC · Del Mar, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Del Mar, CA
U.S. BANCORP ADVISORS, LLC · Del Mar, CA
FIRST TURN MANAGEMENT, LLC · SOLANA BEACH, CA
FOCUS INVESTMENT ADVISORS, INC · SOLANA BEACH, CA

More in Del Mar, CA

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