Keythe Elizabeth Ward-aguilar

Current Employers

Procore Advisors, Llc

23 Corporate Plaza Dr. Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2017-08-10

CA RA
APPROVED

Since 2017-08-10

Branch Locations

23 Corporate Plaza Dr. Suite 150, Newport Beach, CA 92660 • 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
Partnervest Advisory Services Llc	Santa Barbara	CA	11/2009	11/2017
Procore Advisors, Llc	Newport Beach	CA	08/2017	Present

11/2009 → 11/2017

Partnervest Advisory Services Llc

Santa Barbara, CA
08/2017 → Present

Procore Advisors, Llc

Newport Beach, CA

Previous Registrations

2009-11-13 → 2017-11-09

Partnervest Advisory Services Llc

Newport Beach, CA

Santa Barbara, CA
2006-05-08 → 2009-11-25

Lpl Financial Llc

Newport Beach, CA

Newport Beach, CA

Seal Beach, CA

Newport Beach, CA
2000-01-11 → 2006-05-17

Equitable Advisors, Llc

Irvine, CA

Irvine, CA

Other Businesses

1. 10/18/07 - NON-VARIABLE INSURANCE/ NATIONWIDE, TRANSAMERICA, EMPYREAN BENEFIT SOLUTIONS,ANTHEM BLUECROSS, BLUE SHIELD, HEALTHNET, VARIOUS HEALTH CARE PROVIDERS, ETC. ADDING MET LIFE TO DISABILITY/ 15% OF TIME.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-07-08
S63	Uniform Securities Agent State Law Examination	1996-01-10

S65 Uniform Investment Adviser Law Examination

1999-07-08
S63 Uniform Securities Agent State Law Examination

1996-01-10

Designations

Other Names

Keythe Elizabeth Ward
Keythe Elizabeth Ward-Aguilar
Keythe Elizabeth Aguilar
Keythe Elizabeth Lemon

View on SEC IAPD