Richard Joseph Effress

Current Employers

Coastedge Partners, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APP_PEND_IARCE	2026-01-01
MN	RA	APP_PEND_IARCE	2026-01-01
TX	RA	APPROVED_RES	2015-02-11

CA RA
APP_PEND_IARCE

Since 2026-01-01
MN RA
APP_PEND_IARCE

Since 2026-01-01
TX RA
APPROVED_RES

Since 2015-02-11

Branch Locations

888 Prospect Street Suite 220, La Jolla, CA 92037 • 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

Organization	City	State	From	To
Coastedge Partners, Llc	La Jolla	CA	02/2006	Present

02/2006 → Present

Coastedge Partners, Llc

La Jolla, CA

Other Businesses

SHORES VENTURES LLC ADDRESS: 8545 AVENIDA DE LAS ONDAS, LA JOLLA, CA, 92037 NATURE: REAL ESTATE AND OTHER INVESTMENT (NOT INVESTMENT MANAGEMENT RELATED). POSITION: PRESIDENT STATE DATE: 08/2011 APPROX HOURS DURING MONTH TOTAL: 30, INCLUDING DURING TRADING HOURS DUTIES: MANAGEMENT OF VARIOUS HOLDINGS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-12-18

S65 Uniform Investment Adviser Law Examination

2009-12-18

View on SEC IAPD

Current Employers

Coastedge Partners, Llc

Disclosures

Employment History

Other Businesses

Exams

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