EK
Elizabeth Kelly
CRD 7178658
Firms
| Firm | Role | As of |
|---|---|---|
| Coastedge Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (6)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Peninsula Endowment | Board Member At Large | — | 05/31/2025 |
| Tri Counties Community Action Partnership | BOARD CHAIR | — | 12/31/2024 |
| Rocklin Fellowship Group Inc | GENERAL SECRETARY | — | 12/31/2024 |
| County Welfare Directors Asso Of California | Sec/Treas. | — | 06/30/2024 |
| Heritage Bocce League | TREASURER | — | 12/31/2023 |
| Friends Of Homeless Animals | Officer/Director | — | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗