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Kelly Mitchell Volk

Ocean Path Advisors, LLC

Manhattan Beach, CA

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Current Employers
Ocean Path Advisors, Llc

115 21St St., Manhattan Beach, CA 90266 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-28
TX RA APPROVED 2026-05-28
  • CA RA
    APPROVED
    Since 2026-05-28
  • TX RA
    APPROVED
    Since 2026-05-28

Branch Locations

115 21St St., Manhattan Beach, CA 90266 • 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
Kpmg Llp Los Angeles CA 07/2020 07/2021
Kpmg Llp Los Angeles CA 07/2021 05/2022
Ocean Path Advisors Manhattan Beach CA 05/2026 Present
Ocean Path Advisors Manhattan Beach CA 05/2026 Present
Kpmg Llp Los Angeles CA 09/2018 07/2020
Kpmg Llp Los Angeles CA 06/2017 08/2017
Fidelity Investments San Diego CA 09/2025 05/2026
Ernst & Young Los Angeles CA 05/2022 09/2025
Ucla Anderson Rosenfeld Library Los Angeles CA 05/2016 09/2018
Unemployed Los Angeles CA 06/2018 09/2018
  • 07/2020 → 07/2021
    Kpmg Llp
    Los Angeles, CA
  • 07/2021 → 05/2022
    Kpmg Llp
    Los Angeles, CA
  • 05/2026 → Present
    Ocean Path Advisors
    Manhattan Beach, CA
  • 05/2026 → Present
    Ocean Path Advisors
    Manhattan Beach, CA
  • 09/2018 → 07/2020
    Kpmg Llp
    Los Angeles, CA
  • 06/2017 → 08/2017
    Kpmg Llp
    Los Angeles, CA
  • 09/2025 → 05/2026
    Fidelity Investments
    San Diego, CA
  • 05/2022 → 09/2025
    Ernst & Young
    Los Angeles, CA
  • 05/2016 → 09/2018
    Ucla Anderson Rosenfeld Library
    Los Angeles, CA
  • 06/2018 → 09/2018
    Unemployed
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-13
  • S66 Uniform Combined State Law Examination
    2026-02-13
Other Names
  • Kelly Volk
  • Kelly Mitchell Volk

View on SEC IAPD

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