Roger Kenneth Coit

Current Employers

Employment History

• 04/1990 → Present
  Coit Financial Group Llc
  Walnut Creek, CA
• 06/1994 → Present
  Sequoia Equities Securities Corporation
  Walnut Creek, CA
• 11/1994 → Present
  American Investors Company
  San Ramon, CA
• 08/2011 → Present
  American Investors Company
  San Ramon, CA
• 06/1999 → Present
  Coit Financial Group Ii Llc
  Walnut Creek, CA
• 01/2010 → Present
  Coit Real Estate Group, Inc.
  Walnut Creek, CA

Previous Registrations

• 1986-09-18 → 2010-11-28
  Coit-Gemmer Capital Management
  Walnut Creek, CA

Other Businesses

THE FOLLOWING OBAs ARE ALL LOCATED IN WALNUT CREEK, CA; 1) COIT FINANCIAL GROUP LLC: MANAGING MEMBER, GENERAL PARTNER, SPONSOR. NOT INVEST RELATED. R. KENNETH COIT (RKC) SPENDS APPROX 20% WORK TIME ON THIS ACTIVITY. 2) COIT FINANCIAL GROUP II LLC: MANAGER; SPONSOR OF REAL ESTATE NOTES. INVESTMENT RELATED: YES. RKC SPENDS APPROX 5% WORK TIME ON THIS ACTIVITY. 3) COIT REAL ESTATE GROUP, INC.: DIRECTOR; SHAREHOLDER, PRESIDENT. REAL ESTATE CONSULTING AND OVERSIGHT OF TOTAL COIT ENTERPRISE. INVESTMENT RELATED: NO. RKC SPENDS APPROX 40% WORK TIME ON THIS ACTIVITY. 4) AMERICAN INVESTORS COMPANY (AIC); SAN RAMON, CA; REGISTERED BROKER DEALER. RKC CONDUCTS MUTUAL FUND BUSINESS ONLY; YES INVEST RELATED; RKC SPENDS APPROX 15% WORK TIME ON THIS ACTIVITY. 5) RKC IS MANAGING MEMBER FOR EACH BELOW; ALL LOCATED IN WALNUT CREEK, CA; ALL NOT INVEST RELATED; ALL ARE REAL ESTATE LLCs; SPENDS APPROX 5% WORK TIME ON THESE: 11/1995, SEQUOIA EQUITIES (SE) III LLC; 09/1998, SE VI LLC; 07/1999, SE VII LLC; 02/2000, SE VIII LLC; 02/2000 SE IX LLC; 08/2002, SE XI LLC; 05/2005, SE XVI LLC; 05/2005, SE XVII LLC; 08/2005, SE XIX LLC; 10/2005, SE XX LLC; 03/2006, SE XXI LLC; 03/2006, SE XXII LLC; 04/2007, SE XXIII LLC; 05/2008, SE XXIV LLC; 08/2008, SE XXV LLC; 03/2009, SE XXVI LLC; 07/2009, SE XXVII LLC; 04/2010, SE XXIX LLC; 12/2010, SE XXX LLC; 06/2011, SE XXXII LLC; 11/2011, SE XXXIII LLC; 02/2012, SE XXXIV LLC; 06/2012, SE XXXV LLC; 01/2013, SE XXXVI LLC; 10/2013, SE XXXVII LLC; 08/2014, SE XXXVIII LLC; 05/2016, SE XXXIX LLC; 09/2016, SE XL LLC; 04/2017, SE XLI LLC; 06/2018, SE-ATRIUM LLC; 06/2018, SE-CONCORD PC LLC; 06/2018, SE XLII LLC; 03/2019, SE XLIII LLC; 05/2019, SE 44 LLC; 07/2019, SE 45 LLC; 11/2020, SE 46 LLC; 05/2021, SE 47 LLC; 08/2021, SE 48 LLC; 12/2022, SE 49 LLC; 10/2023, SE 50 LLC; 07/2024, SE 51 LLC; 07/2024, SE 52, LLC.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-06-18