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Brooke Boone Kelly

Weatherly Asset Management

Del Mar, CA

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Current Employers
Weatherly Asset Management

832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-12-16
  • CA RA
    APPROVED
    Since 2016-12-16

Branch Locations

832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • 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
Weatherly Asset Management, Lp Del Mar CA 09/2016 09/2018
Weatherly Asset Management, Lp Del Mar CA 09/2018 06/2019
Weatherly Asset Management, Lp Del Mar CA 06/2019 12/2021
Weatherly Asset Management, Lp Del Mar CA 12/2021 12/2022
Weatherly Asset Management, L.P. Del Mar CA 01/2023 Present
  • 09/2016 → 09/2018
    Weatherly Asset Management, Lp
    Del Mar, CA
  • 09/2018 → 06/2019
    Weatherly Asset Management, Lp
    Del Mar, CA
  • 06/2019 → 12/2021
    Weatherly Asset Management, Lp
    Del Mar, CA
  • 12/2021 → 12/2022
    Weatherly Asset Management, Lp
    Del Mar, CA
  • 01/2023 → Present
    Weatherly Asset Management, L.P.
    Del Mar, CA
Other Businesses

Partnership: 1% Ownership Name of Other Business: Champion Lumber, Co. Investment- Related Business: No Address of Other Business: 1313 Chicago Ave, Riverside, CA 92507 Nature of the Other Business: Lumber Company- Partnership, Privately Held, Family Owned and Operated Position at Other Business: Minority Shareholder Title with other Business: N/A- Minority Shareholder Start date of Relationship: June 2006 Approximate number of hours per month devoted to other business: 0 hours per month Number of hours devoted to the other business during securities trading hours: 0 hours Duties at other business: N/A- Minority Shareholder

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-16
  • S65 Uniform Investment Adviser Law Examination
    2016-12-16
Designations
Other Names
  • Brooke Boone

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