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Joseph Julius Kogon

Parkwood Capital Management LLC

Newport Beach, CA

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Current Employers
Parkwood Capital Management Llc

Newport Beach, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-24
  • CA RA
    APPROVED
    Since 2025-01-24

Branch Locations

Newport Beach, 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
Grupo Karims Campeche 05/2013 09/2017
Us Bank Costa Mesa CA 11/2017 08/2019
Adelante Medical Group Newport Beach CA 10/2019 02/2022
Ready Medi Inc. Newport Beach CA 02/2022 Present
Parkwood Capital Management Llc Newport Beach CA 11/2024 Present
  • 05/2013 → 09/2017
    Grupo Karims
    Campeche
  • 11/2017 → 08/2019
    Us Bank
    Costa Mesa, CA
  • 10/2019 → 02/2022
    Adelante Medical Group
    Newport Beach, CA
  • 02/2022 → Present
    Ready Medi Inc.
    Newport Beach, CA
  • 11/2024 → Present
    Parkwood Capital Management Llc
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-13
  • S65 Uniform Investment Adviser Law Examination
    2024-11-13

View on SEC IAPD

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