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Inactive

Elizabeth Kelly

Coastedge Partners, LLC

San Diego, CA

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Current Employers
Coastedge Partners, Llc

4655 Executive Drive Suite 325, San Diego, CA 92121 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-07-11
  • CA RA
    APPROVED
    Since 2022-07-11

Branch Locations

4655 Executive Drive Suite 325, San Diego, CA 92121 • 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
Jpmorgan Chase Bank, N.A. Del Mar CA 05/2021 04/2022
J.P. Morgan Securities Llc Del Mar CA 05/2021 04/2022
Firehouse American Eatery & Lounge San Diego CA 06/2020 04/2021
Tidemark Financial Partners San Diego CA 08/2019 12/2019
Moonlight 101 (Handel's Homemade Ice Cream) Encinitas CA 06/2016 08/2019
Full Time Student San Diego CA 01/2020 05/2020
Coastedge Partners, Llc Lajolla CA 04/2022 Present
  • 05/2021 → 04/2022
    Jpmorgan Chase Bank, N.A.
    Del Mar, CA
  • 05/2021 → 04/2022
    J.P. Morgan Securities Llc
    Del Mar, CA
  • 06/2020 → 04/2021
    Firehouse American Eatery & Lounge
    San Diego, CA
  • 08/2019 → 12/2019
    Tidemark Financial Partners
    San Diego, CA
  • 06/2016 → 08/2019
    Moonlight 101 (Handel's Homemade Ice Cream)
    Encinitas, CA
  • 01/2020 → 05/2020
    Full Time Student
    San Diego, CA
  • 04/2022 → Present
    Coastedge Partners, Llc
    Lajolla, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-11
S63 Uniform Securities Agent State Law Examination 2021-08-12
  • S65 Uniform Investment Adviser Law Examination
    2022-07-11
  • S63 Uniform Securities Agent State Law Examination
    2021-08-12
Other Names
  • Elizabeth N Kelly
  • Elizabeth Nicole Kelly

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
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CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
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