Best Investors
Account
Sign in
Best Investors
Account
Sign in
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-03 |
| CA | RA | APPROVED | 2020-03-06 |
Branch Locations
28720 Roadside Drive, Suite 315, Agoura Hills, CA 91301 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calmont Capital Inc. | Agoura Hills | CA | 04/2016 | Present |
| Marcus And Millichap | Los Angeles | CA | 01/2013 | 08/2017 |
| Keller Williams | Los Angeles | CA | 08/2017 | 03/2019 |
| Hostetter Financial Group | Calabasas | CA | 03/2019 | 01/2020 |
| Planmember Securities Corporation | Carpinteria | CA | 01/2020 | Present |
| Legacy Financial Group | Agoura Hills | CA | 01/2020 | Present |
| Calmont Real Estate Services | Studio City | CA | 02/2019 | Present |
| Riversly Property Management | Los Angeles | CA | 02/2019 | 11/2020 |
| Calmont Insurance Services | Agoura Hills | CA | 06/2019 | Present |
1) Legacy Financial Group-28720 Roadside Drive, Suite 315, Agoura Hills , CA 91301; Investment related; Financial sales & svcs; Agent; Start date 1/20; 160 hrs/mnth; 140 hrs/mnth during trading. 2) Calmont Capital Inc. dba Calmont Insurance Services-28720 Roadside Drive, Suite 315, Agoura Hills , CA 91301;; Investment related; Insurance (fixed indexed annuity) sales & svcs; Sales Agent/President; Start date 6/19; 5 hrs/mnth & during trading. 3) Calmont Capital Inc. dba Calmont Real Estate Services-4128 Whitsett Ave, #102, Studio City, CA 91604; Noninvestment related; Real Estate sales; Sales Agent/Broker; Start date 2/19; 1 hr/mnth; 0 hrs/mnth during trading. 4)Calabasas Country Club/Men's Club; 4515 Park Granada, Calabasas CA 91302; Start Date 01/01/2025; Board Member/Treasurer; Assist in budgeting for each tournament and annually as well as pay related expenses for the Men's Club.; 4 hrs/mo; 0 hrs/mo during trading; NIR 5)Calmont Capital Inc.; 28720 Roadside Dr, Suite 315, Agoura Hills CA 91301; Start Date 4/6/2016; CEO; Tax and banking entity that acts as the underlying corporation for two dba's (Calmont Insurance Services and Calmont Real Estate Services) as well as receiving income from shared lead generation.; 1 hr/mo; 0 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-11 |
Reach out to this advisor