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2221 Camino Del Rio South Suite 303, San Diego, CA 92108-3718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-13 |
| TX | RA | APPROVED | 2020-05-13 |
Branch Locations
2221 Camino Del Rio South Suite 303, San Diego, CA 92108-3718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Capital Group | San Diego | CA | 06/1987 | Present |
Other business - YES - Other business includes CAPITAL BROKERS, a real estate brokerage company, and CAPITAL PROPERTY MANAGEMENT, which is a real estate property management company. Both are only real estate investment related personally, not client securities investment related. Kirk R. Sheldon allocates approximately 15% of his time to them together. In addition, THE CAPITAL GROUP, consulting and insurance related, takes about 5% of his time. All three are "doing business as" (DBA) of Kirk R. Sheldon (Owner), were started in June 1987 and are located at 2221 Camino del Rio South, Suite 303, San Diego, CA 92108.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-09-24 |
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