Best Investors
Account
Sign in
Rancho Santa Fe, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California Equity Research | Rancho Santa Fe | CA | 12/2003 | Present |
| Leedom Asset Management | Rancho Santa Fe | CA | 02/2007 | Present |
CALIFORNIA EQUITY RESEARCH, LLC INVESTMENT-RELATED BUSINESS 5560 LINEA DEL CIELO, RANCHO SANTA FE, CA 92067 CHAIRMAN OF THE BOARD, 6/1/99 10 HOURS DEVOTED, INVESTMENT RELATED, SAME ADDRESS, SOLE PROPRIETOR SVCS TO COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-10 |
Reach out to this advisor