Best Investors
Account
Sign in
Best Investors
Account
Sign in
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
2001 N Main Street, Ste 270, Walnut Creek, CA 94596 • United States
1850 Gateway Dr, Ste 700, San Mateo, CA 94404 • United States
55 2Nd Street, Ste 2500, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pen-Cal Administrators, Inc. | Livermore | CA | 04/2013 | 01/2018 |
| Lpl Financial, Llc | San Mateo | CA | 01/2018 | 07/2018 |
| Global Retirement Partners, Llc | San Rafael | CA | 03/2018 | 06/2018 |
| Lion Street Financial | Austin | TX | 09/2017 | 01/2018 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 07/2018 | 11/2024 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 07/2018 | Present |
| Sequoia Consulting Group | San Mateo | CA | 01/2018 | Present |
SEQUOIA CONSULTING GROUP/ DBA FOR PENSONMARK BUSINESS (ENTITY FOR PENSIONMARK BUSINESS)/ INVESTMENT RELATED / 1850 Gateway Dr, San Mateo, CA 94404 / 401(k) Advisor / Employee / Hire date 1.22.2018 / 160 Hours Per Month / 100 Hours during trading / Duties: Corporate retirement plan relationship management and consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-27 |
Reach out to this advisor