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James Robert Kelts

Yousif Capital Management, LLC

Bloomfield Hills, MI

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Current Employers
Yousif Capital Management, Llc

39533 Woodward Ave Suite 100, Bloomfield Hills, MI 48304 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-07-26
  • MI RA
    APPROVED
    Since 2024-07-26

Branch Locations

39533 Woodward Ave Suite 100, Bloomfield Hills, MI 48304 • 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
Victory Capital Management Inc Birmingham MI 03/2014 08/2023
Yousif Capital Management Bloomfield Hills MI 09/2023 Present
  • 03/2014 → 08/2023
    Victory Capital Management Inc
    Birmingham, MI
  • 09/2023 → Present
    Yousif Capital Management
    Bloomfield Hills, MI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-10-05
S65 Uniform Investment Adviser Law Examination 2000-09-01
  • S63 Uniform Securities Agent State Law Examination
    2000-10-05
  • S65 Uniform Investment Adviser Law Examination
    2000-09-01
Designations
Other Names
  • Jim Robert Kelts

View on SEC IAPD

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