Joel Thomas Kelner

Employer firm

T&T Capital Management CRD 158407

$190M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Periodicals / newsletters
SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

T&T Capital Management

Gilbert, AZ • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2013-11-12

CA RA
APPROVED

Since 2013-11-12

Branch Locations

Coto De Caza, CA • United States

Gilbert, AZ • 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
Vatreni Inc	Coto De Caza	CA	05/2011	Present
T&T Capital Management	Gilbert	AZ	11/2013	Present

05/2011 → Present

Vatreni Inc

Coto De Caza, CA
11/2013 → Present

T&T Capital Management

Gilbert, AZ

Previous Registrations

2014-02-21 → 2016-01-10

Ttcm Llc

Irvine, CA

Other Businesses

VATRENI INC, NOT INVESTMENT RELATED, 6 VIA TERRACLETA, COTO DE CAZA, CA 92679, MORTGAGE/ REAL ESTATE. LOAN OFFICER/ REALTOR. 05/2011- VATRENI INC IS MY PRIMARY BUSINESS AND THE MAJORITY OF MY TIME IS SPENT ON IT.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-07-19
S65	Uniform Investment Adviser Law Examination	2013-07-19

S65 Uniform Investment Adviser Law Examination

2013-07-19
S65 Uniform Investment Adviser Law Examination

2013-07-19

View on SEC IAPD