Inactive

Keli D Cole

Avalon Capital Management

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Current Employers

Avalon Capital Management

525 Middlefield Road Suite 160, Menlo Park, CA 94025 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-05-29

CA RA
APPROVED

Since 2025-05-29

Branch Locations

525 Middlefield Road Suite 160, Menlo Park, CA 94025 • 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
Avalon Capital Management	Menlo Park	CA	02/2021	Present
Avalon Capital Management	Menlo Park	CA	02/2025	Present
Capstone Financial Group	San Jose	CA	08/2017	02/2021
Kpmg	Santa Clara	CA	02/2015	08/2017

02/2021 → Present

Avalon Capital Management

Menlo Park, CA
02/2025 → Present

Avalon Capital Management

Menlo Park, CA
08/2017 → 02/2021

Capstone Financial Group

San Jose, CA
02/2015 → 08/2017

Kpmg

Santa Clara, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-29

S65 Uniform Investment Adviser Law Examination

2025-05-29

Other Names

Keli D Thompson

View on SEC IAPD

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