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RIA / WealthAdvisorCertified Financial Planner30 years in industry

KEYTHE ELIZABETH WARD-AGUILAR

Advisor at PROCORE ADVISORS, LLC

NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:d575cf90-06d3-a33e-6942-9efd16b19d0f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 11, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PROCORE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 10, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 10, 1996
First registration: Jan 11, 2000
Dual registered: no
Other names: KEYTHE ELIZABETH WARD|KEYTHE ELIZABETH WARD-AGUILAR|KEYTHE ELIZABETH AGUILAR|KEYTHE ELIZABETH LEMON
IAPD individual key: 2571048

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PROCORE ADVISORS, LLC	Independent wealth	Aug 10, 2017	n/a	yes	NEWPORT BEACH, CA	Current employment
PARTNERVEST ADVISORY SERVICES LLC	Former SEC adviser	Nov 13, 2009	Nov 9, 2017	no	NEWPORT BEACH, CA\|SANTA BARBARA, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 8, 2006	Nov 25, 2009	no	NEWPORT BEACH, CA\|NEWPORT BEACH, CA\|SEAL BEACH, CA\|NEWPORT BEACH, CA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jan 11, 2000	May 17, 2006	no	IRVINE, CA\|IRVINE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PARTNERVEST ADVISORY SERVICES LLC	PROCORE ADVISORS, LLC	Nov 9, 2017	Aug 10, 2017	-91	Firm change after gap	Other
LPL FINANCIAL LLC	PARTNERVEST ADVISORY SERVICES LLC	Nov 25, 2009	Nov 13, 2009	-12	Firm change	Other
EQUITABLE ADVISORS, LLC	LPL FINANCIAL LLC	May 17, 2006	May 8, 2006	-9	Firm change	Other

Relationships

Registered with (4)

→ PROCORE ADVISORS, LLCRegistered adviserregistration: current employment
Aug 10, 2017 to presentfactForm ADV
→ PARTNERVEST ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Nov 13, 2009 to Nov 9, 2017factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 8, 2006 to Nov 25, 2009factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 11, 2000 to May 17, 2006factForm ADV

Dated events

No dated event names this entity yet.