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300 Drakes Landing Road Suite 210, Greenbrae, CA 94904 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-22 |
Branch Locations
300 Drakes Landing Road Suite 210, Greenbrae, CA 94904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cedar Ridge Partners | Corte Madera | CA | 03/2005 | 01/2019 |
| Imst Distributors, Llc | Corte Madera | CA | 02/2016 | 02/2019 |
| Shelton Capital Management | Greenwich | CT | 01/2019 | 01/2021 |
| Kcm Investment Advisors | Greenbrae | CA | 02/2021 | Present |
Cedar Ridge GP, LLC. Investment Related, 425 Corte Madera Avenue, Corte Madera, CA 94925. Private Investment Partnership, Managing Member, 03/01/2005, 8 hours per month, 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-23 |
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