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27132 Paseo Espada Suite B1222, San Juan Capistrano, CA 92675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-27 |
| FL | RA | APPROVED | 2025-10-27 |
| TX | RA | APPROVED_RES | 2019-05-28 |
Branch Locations
27132 Paseo Espada Suite B1222, San Juan Capistrano, CA 92675 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kelley Wright & Co., Inc. | San Juan Capistrano | CA | 06/1998 | Present |
INVESTMENT QUALITY TRENDS, AN INVESTMENT NEWSLETTER. 27132 PASEO ESPADA, SUITE B1222, SAN JUAN CAPISTRANO, CA 92675. INVESTMENT QUALITY TRENDS PROVIDES RESEARCH AND ANALYSIS ON HIGH-QUALITY, DIVIDEND PAYING STOCKS AND MAKES BUY, SELL AND HOLD RECOMMENDATIONS ACCORDING TO AN ESTABLISHED CRITERIA OF VALUE AND A PROFILE OF THE DIVIDEND YIELD HISTORY. I BECAME THE MANAGING EDITOR ON DECEMBER 16, 2002. THE RESEARCH AND ANALYSIS CONDUCTED FOR THE NEWSLETTER IS THE UNDERLYING BASIS FOR THE INVESTMENT ADVICE GIVEN TO OUR INVESTMENT ADVISORY CLIENTS. MY FUNCTION AT THE NEWSLETTER IS MATERIAL TO THE ADVICE AND SUPERVISION AT THE INVESTMENT ADVISOR AND ASIDE FROM THE TRADING AND COMMUNICATIONS FUNCTIONS FOR THE INVESTMENT ADVISORY CLIENTS THE TWO FUNCTIONS ARE PERFORMED SIMULTANEOUSLY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-10-02 |
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