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Kiersten Ann Peshek

Citrine Capital

Columbus, GA

San Francisco, CA

CRD 7390853

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Employer firm

Citrine Capital CRD 171735

$347M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX RETURN PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Citrine Capital

535 Mission St 14Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-03-22
CA RA APPROVED 2021-07-19
  • GA RA
    APPROVED
    Since 2022-03-22
  • CA RA
    APPROVED
    Since 2021-07-19

Branch Locations

Columbus, GA • United States

535 Mission St 14Th Floor, San Francisco, CA 94105 • 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
Citrine Capital San Francisco CA 05/2021 Present
Black Diamond Planners Downers Grove IL 11/2020 06/2021
Braintree, A Paypal Service Chicago IL 10/2016 04/2021
First Look Appraisals, Llc Chicago IL 02/2015 10/2016
  • 05/2021 → Present
    Citrine Capital
    San Francisco, CA
  • 11/2020 → 06/2021
    Black Diamond Planners
    Downers Grove, IL
  • 10/2016 → 04/2021
    Braintree, A Paypal Service
    Chicago, IL
  • 02/2015 → 10/2016
    First Look Appraisals, Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-19
  • S65 Uniform Investment Adviser Law Examination
    2021-07-19
Designations
  • Certified Financial Planner

View on SEC IAPD

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