Kelli Cox has been an investment adviser representative at Keystone Wealth Services since November 2023, and is not listed among the firm’s executive officers or direct owners.
Keystone Wealth Services, LLC is a Palm Desert, CA firm with $861M under management, 635 clients and 11 advisers across 2 offices, as of its August 2026 filing.
- Keystone Private WealthCurrent– present · 2 yearsPalm Desert, CA · Adviser representative · Firm CRD 301924
Investment adviser representative registrations
Kelli Cox is registered as an investment adviser representative in California, as a resident of California, since November 2023.
- CaliforniaResidentSince 1 November 2023
Examinations
No examinations are on Kelli Cox’s record.
- Full name
- Kelli Kaiulani Cox
- CRD
- 7417895
- Firm
- Keystone Wealth Services · CRD 301924
- Office
- 73575 EL PASEO, SUITE 2300, Palm Desert, CA 92260
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Kelli Cox work?
Kelli Cox is an investment adviser representative registered through Keystone Wealth Services, LLC since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kelli Cox a financial advisor?
Yes. Kelli Cox has a current investment-adviser registration in California, through Keystone Wealth Services since November 2023.
How many years of experience does Kelli Cox have?
Kelli Cox has 2 years in the financial industry, since October 2023, across 1 adviser firm.
Where is Kelli Cox based?
Kelli Cox’s registered office is in Palm Desert, CA.
Is Kelli Cox registered with FINRA?
No. Kelli Cox has no current broker registration.
How can I verify Kelli Cox’s record?
Search CRD 7417895 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelli Cox’s full registration record.
