Best Investors
Account
Sign in
Best Investors
Account
Sign in
Walnut Creek, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-06-19 |
| TX | RA | APPROVED | 2019-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 05/2015 | 08/2017 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 06/2015 | 08/2017 |
| Regal Investment Advisors | Kentwood | MI | 03/2018 | 06/2019 |
| Consilium Wealth Management | San Ramon | CA | 09/2017 | 01/2018 |
| Dhamma Capital, Llc | Walnut Creek | CA | 06/2019 | Present |
Sunandan K. Clerk is a tax preparer (CRTP) registered with the California Tax Education Council. Clients are not solicited to use his tax prep services. At this time, he spends no time on this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-05 |
Reach out to this advisor