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Sarah Elizabeth Ellis

Gkv Capital Management Co Inc

Walnut Creek, CA

Thousand Oaks, CA

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Current Employers
Gkv Capital Management Co Inc

1350 Treat Blvd Suite 260, Walnut Creek, CA 94597 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-08
  • CA RA
    APPROVED
    Since 2025-09-08

Branch Locations

1350 Treat Blvd Suite 260, Walnut Creek, CA 94597 • United States

299 W Hillcrest Dr. Suite 119, Thousand Oaks, CA 91360 • 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
Morton Capital Management Calabasas CA 06/2018 06/2023
Peet's Coffee Inc Thousand Oaks CA 05/2012 06/2018
Curated Wealth Partners, Llc El Segundo CA 06/2023 09/2024
Gkv Capital Management Co Inc Walnut Creek CA 09/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-16
  • S65 Uniform Investment Adviser Law Examination
    2019-02-16
Designations
Other Names
  • Sarah Elizabeth Thiele

View on SEC IAPD

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BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
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