Best Investors
Account
Sign in
2603 Camino Ramon Suite 200, San Ramon, CA 94583-6014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1997-11-07 |
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridgebay Financial Inc | San Ramon | CA | 01/1992 | Present |
| Eplanning Securities Inc. | San Ramon | CA | 03/2007 | Present |
BRIDGEBAY FINANCAIL INC- RIA-3548 ASHBOURNE CIR, STE 202, SAN RAMON, CA 94583 CONTROL PERSON AND DIRECT OWNER 100%-FEE BASED INVESTMENT CONSULTING SERVICE- CURRENTLY 100% OF REVENUE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-20 |
Reach out to this advisor