Best Investors Account Sign in

Lance Daniel Quesada

Oak Tree Securities, Inc.

Brentwood, CA

Claim This Profile
Current Employers
Oak Tree Securities, Inc.

4049 1St Street Suite 129, Livermore, CA 94551-4949 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-09
  • CA RA
    APPROVED
    Since 2026-03-09

Branch Locations

Brentwood, CA • 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
N/A Lahtrop CA 05/2020 Present
Student Lathrop CA 01/2016 05/2020
  • 05/2020 → Present
    N/A
    Lahtrop, CA
  • 01/2016 → 05/2020
    Student
    Lathrop, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-09
S66 Uniform Combined State Law Examination 2023-04-21
S63 Uniform Securities Agent State Law Examination 2021-10-29
  • S65 Uniform Investment Adviser Law Examination
    2026-03-09
  • S66 Uniform Combined State Law Examination
    2023-04-21
  • S63 Uniform Securities Agent State Law Examination
    2021-10-29

View on SEC IAPD

More in Brentwood, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor