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Tanis Leuthold Kelly

Cooper Mcmanus

Irvine, CA

San Francisco, CA

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Current Employers
Cooper Mcmanus

9870 Research Drive, Irvine, CA 92618 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2024-01-19
  • CA RA
    APPROVED_RES
    Since 2024-01-19

Branch Locations

9870 Research Drive, Irvine, CA 92618 • United States

San Francisco, CA • 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
Tk Settlement Consulting San Francisco CA 01/2016 01/2024
Greystone Advisory Group San Francisco CA 03/2019 Present
Securities America Advisors, Inc. La Vista NE 09/2019 03/2020
Cooper Mcmanus Irvine CA 01/2024 Present
  • 01/2016 → 01/2024
    Tk Settlement Consulting
    San Francisco, CA
  • 03/2019 → Present
    Greystone Advisory Group
    San Francisco, CA
  • 09/2019 → 03/2020
    Securities America Advisors, Inc.
    La Vista, NE
  • 01/2024 → Present
    Cooper Mcmanus
    Irvine, CA
Previous Registrations
  • 2019-09-13 → 2020-09-16
    Securities America Advisors, Inc.
    San Francisco, CA
Other Names
  • Tanis Janae Leuthold

View on SEC IAPD

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