Conrad Metz

Current Employers

Employment History

• 01/2016 → 01/2019
  Meiling Skincare
  Santa Ana, CA
• 02/2018 → 09/2018
  Equity Services, Inc
  Montpelier, VT
• 09/2018 → 08/2019
  Peak Brokerage Services, Llc
  Palm Beach Gardens, FL
• 09/2018 → 10/2019
  Blackridge Asset Management
  Williamsville, NY
• 10/2019 → 01/2021
  Edward Jones Investments
  Foothills Ranch, CA
• 01/2023 → Present
  Finalis Securities Llc
  New York, NY
• 01/2014 → Present
  Self-Employed
  Tustin, CA
• 05/2025 → Present
  Structured Finance Llc
  Tustin, CA

Previous Registrations

• 2019-10-11 → 2021-01-25
  Edward Jones
  Foothill Ranch, CA
• 2018-09-14 → 2019-10-08
  Blackridge Asset Management, Llc
  Irvine, CA
  Jupiter, FL
• 2018-04-24 → 2018-09-11
  Equity Services, Inc.
  Irvine, CA

Other Businesses

1. Business Name: Metz Capital LLC Investment-Related: No Address: 20 Transport, Tustin, CA 92782 Nature of Business: Holding company Position/Title: Manager Start Date: 01/23/2023 Hours per Month: 0 Hours during Securities Trading Hours: 0 Duties: No active work is being done through this LLC at the time 2. KCC Capital Corp Investment-Related: Yes Address: 20 Transport, Tustin, CA 92782 Nature of Business: Investment banking Position/Title: Managing Partner Start Date: [Insert actual start date, e.g., 01/10/2024] Hours per Month: 60 Hours during Securities Trading Hours: 40 Duties: Capital raising and M&A advisory through Finalis Securities 3. Business Name: Structured Finance LLC Investment-Related: Yes Address: 20 Transport, Tustin, CA 92782 Nature of Business: Strategic advisory and marketing for early-stage companies, RIA Position/Title: Manager Start Date: 04/01/2025 Hours per Month: 8 Hours during Securities Trading Hours: 4 Duties: We are partnering with some people in the sports industry to start a sports fund. My duties would be management of operations. Melissa Barall, of our KCC team, has her CFA and would be the registered investment advisor. 4. DONNA Corp; non investment related; 20 Transport, Tustin, California, 92782; Data and AI as a Service provider; Chief Executive Officer; 12/02/2025; 80 ; 3; Business strategy, product development, and strategic relationships.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-09
• S63 Uniform Securities Agent State Law Examination
  2018-03-12

Other Names

• Conrad Metz
• Conrad William Metz