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Melissa Patrice Kielberg

Delta Investment Management, LLC

San Ramon, CA

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Current Employers
Delta Investment Management, Llc

708 Montgomery Street, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-10-04
  • CA RA
    APPROVED
    Since 2019-10-04

Branch Locations

San Ramon, 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
Prosperity Financial Group, Inc. San Ramon CA 12/2014 10/2019
Delta Investment Management, Llc San Ramon CA 10/2019 Present
Previous Registrations
  • 2014-12-09 → 2019-11-01
    Prosperity Financial Group, Inc.
    San Ramon, CA
  • 2009-02-03 → 2014-12-09
    Fsc Securities Corporation
    Des Moines, IA
    San Ramon, CA
Other Businesses

10/1/07 - Present: Ms. Kielberg is registered as an insurance agent with various companies, 3090-1 Lakemont Dr., San Ramon, CA 94582, life insurance, approximately 1 hour per week, 0 hours during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-19
S63 Uniform Securities Agent State Law Examination 1993-08-03
  • S65 Uniform Investment Adviser Law Examination
    2008-09-19
  • S63 Uniform Securities Agent State Law Examination
    1993-08-03

View on SEC IAPD

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