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John Arthur Lundin

Kcm Investment Advisors

Greenbrae, CA

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Current Employers
Kcm Investment Advisors

300 Drakes Landing Road Suite 210, Greenbrae, CA 94904 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-03-23
CA RA APPROVED 2017-09-18
  • TX RA
    APPROVED_RES
    Since 2024-03-23
  • CA RA
    APPROVED
    Since 2017-09-18

Branch Locations

300 Drakes Landing Road Suite 210, Greenbrae, CA 94904 • 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
Kcm Investment Advisors Greenbrae CA 05/2000 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-18
S63 Uniform Securities Agent State Law Examination 1982-04-19
  • S65 Uniform Investment Adviser Law Examination
    2017-09-18
  • S63 Uniform Securities Agent State Law Examination
    1982-04-19

View on SEC IAPD

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EDITION VENTURES LLC
RBC CAPITAL MARKETS, LLC
CERITY PARTNERS LLC
CROWN ADVISORS MANAGEMENT, INC.

Other Investors

MATTHEW ALLEN JOHNSON
GESA EMARIE JARAVATA
MICHELLE LORRAINE DURGY
Honna Manhan Li
DONALD OLSEN JESBERG
JOHN CRAWFORD POGUE
GUY JON BENSTEAD
RAYMOND JAMES RANDOLPH

Other Offices

SLOW CAPITAL, INC. · GREENBRAE, CA
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP · GREENBRAE, CA
FAIRVIEW CAPITAL · GREENBRAE, CA
SPYGLASS CAPITAL MANAGEMENT, LLC · GREENBRAE, CA
EDITION VENTURES LLC · GREENBRAE, CA
RBC CAPITAL MARKETS, LLC · Greenbrae, CA
CERITY PARTNERS LLC · GREENBRAE, CA
CROWN ADVISORS MANAGEMENT, INC. · LARKSPUR, CA

More in Greenbrae, CA

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