Best Investors Account Sign in
Inactive

Daniel Craig Young

Delta Investment Management, LLC

San Francisco, CA

Claim This Profile
Current Employers
Delta Investment Management, Llc

708 Montgomery Street, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-09-15
  • CA RA
    APPROVED
    Since 2022-09-15

Branch Locations

708 Montgomery Street, San Francisco, CA 94111 • 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
Quantum Capital Management San Francisco CA 08/2013 12/2020
Lido Advisors San Francisco CA 01/2021 09/2022
Delta Investment Management, Llc San Francisco CA 09/2022 Present
  • 08/2013 → 12/2020
    Quantum Capital Management
    San Francisco, CA
  • 01/2021 → 09/2022
    Lido Advisors
    San Francisco, CA
  • 09/2022 → Present
    Delta Investment Management, Llc
    San Francisco, CA
Previous Registrations
  • 2021-01-07 → 2022-12-22
    Lido
    Los Angeles, CA
    San Francisco, CA
    San Francisco, CA
  • 2013-12-20 → 2020-12-23
    Quantum Capital Management
    San Francisco, CA
    San Francisco, CA
  • 2002-08-29 → 2012-01-12
    Whv Investments, Inc.
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-08-19
S65 Uniform Investment Adviser Law Examination 2002-12-16
  • S63 Uniform Securities Agent State Law Examination
    2010-08-19
  • S65 Uniform Investment Adviser Law Examination
    2002-12-16
Designations

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor