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Inactive

Kristin Joann Short

Confide

Thousand Oaks, CA

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Current Employers
Confide

Thousand Oaks, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-05-30
  • CA RA
    APPROVED
    Since 2023-05-30

Branch Locations

Thousand Oaks, 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
Radix Financial, Llc Norman OK 08/2021 04/2023
Kristin J. Short Consulting Llc Thousand Oaks CA 05/2021 01/2024
Elwood & Goetz Wealth Management Group Athens GA 01/2019 03/2020
University Of Georgia Athens GA 08/2017 05/2019
University Of Georgia Athens GA 08/2015 05/2017
University Of Georgia Athens GA 08/2017 05/2020
Confide Financial Planning & Investments, Llc Thousand Oaks CA 03/2023 Present
Homemaking Thousand Oaks CA 10/2019 05/2021
  • 08/2021 → 04/2023
    Norman, OK
  • 05/2021 → 01/2024
    Kristin J. Short Consulting Llc
    Thousand Oaks, CA
  • 01/2019 → 03/2020
    Elwood & Goetz Wealth Management Group
    Athens, GA
  • 08/2017 → 05/2019
    University Of Georgia
    Athens, GA
  • 08/2015 → 05/2017
    University Of Georgia
    Athens, GA
  • 08/2017 → 05/2020
    University Of Georgia
    Athens, GA
  • 03/2023 → Present
    Confide Financial Planning & Investments, Llc
    Thousand Oaks, CA
  • 10/2019 → 05/2021
    Homemaking
    Thousand Oaks, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-21
  • S65 Uniform Investment Adviser Law Examination
    2022-05-21
Designations
Other Names
  • Kristin Abbott

View on SEC IAPD

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