Best Investors
Account
Sign in
459 Monterey Avenue Suite 100, Los Gatos, CA 95030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-13 |
| CA | RA | APPROVED | 1997-07-01 |
Branch Locations
459 Monterey Ave Suite 100, Los Gatos, CA 95030 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Capital Group California | Los Gatos | CA | 04/1980 | Present |
| Lion Street Financial | Los Gatos | CA | 01/2015 | Present |
| React Investment Solutions, Llc | Los Gatos | CA | 08/2009 | Present |
| Integrity Alliance, Llc. | Los Gatos | CA | 11/2025 | Present |
1) 459 MONTEREY AVENUE LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2004 ADDRESS: 459 Monterey Avenue, LOS GATOS CA 95030-5302, United States DESCRIPTION: Owner 2) BAER AND BUNGER FINANICAL AND INSURANCE SERVICES POSITION: Owner NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 10 START DATE: 05/01/1997 ADDRESS: 459 Monterey Avenue, LOS GATOS CA 95030-5302, United States DESCRIPTION: Owner 3) LEGACY CAPTIAL GROUP CALIFORNIA POSITION: Owner NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 09/01/1998 ADDRESS: 459 Monterey Avenue, LOS GATOS CA 95030-5302, United States DESCRIPTION: Owner 4) REACT INVESTMENT SOLUTIONS, LLC POSITION: Owner NATURE: Back office - Investment Platform INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2009 ADDRESS: 459 Monterey Avenue, #100, Los Gatos CA 95030, United States DESCRIPTION: part of an investment committee that reviews manger performance from time to time.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-12-16 |
Reach out to this advisor