Kelli Kaiulani Cox

Current Employers

Keystone Private Wealth

73575 El Paseo Suite 2300, Palm Desert, CA 92260 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2023-11-01

CA RA
APPROVED_RES

Since 2023-11-01

Branch Locations

73575 El Paseo Suite 2300, Palm Desert, CA 92260 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cgc Accountants & Advisors	Palm Desert	CA	06/2017	Present
Godecke Clarke	Palm Desert	CA	11/2015	06/2017
Keystone Private Wealth	Palm Desert	CA	10/2023	Present

06/2017 → Present

Cgc Accountants & Advisors

Palm Desert, CA
11/2015 → 06/2017

Godecke Clarke

Palm Desert, CA
10/2023 → Present

Keystone Private Wealth

Palm Desert, CA

Other Businesses

CGC - Mroz Accounts & Advisors, non-investment related, Palm Desert CA, Owner, 120 hours/mo, Tax and Accounting

Current Employers

Keystone Private Wealth

Disclosures

Employment History

Other Businesses

Other Names

Other Firms

Other Investors

Other Offices

Reviews