Best Investors Account Sign in
Inactive

Daniel Francis Downey

Determined Advisors LLC

San Diego, CA

Claim This Profile
Current Employers
Determined Advisors Llc

San Diego, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-13
  • CA RA
    APPROVED
    Since 2026-01-13

Branch Locations

San Diego, 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
Determined Advisors Llc San Diego CA 01/2022 Present
Vacation/Relocation San Diego CA 11/2021 01/2022
Aristotle Credit Partners, Llc Newport Beach CA 12/2018 10/2021
Charles Schwab Investment Management, Inc. San Francisco CA 04/2013 12/2018
  • 01/2022 → Present
    Determined Advisors Llc
    San Diego, CA
  • 11/2021 → 01/2022
    Vacation/Relocation
    San Diego, CA
  • 12/2018 → 10/2021
    Aristotle Credit Partners, Llc
    Newport Beach, CA
  • 04/2013 → 12/2018
    Charles Schwab Investment Management, Inc.
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-14
  • S65 Uniform Investment Adviser Law Examination
    2022-01-14
Other Names
  • Daniel F Downey
  • Daniel F. Downey
  • Dan Downey

View on SEC IAPD

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor