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AC

Andrew J. Callejo

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CRD#: 4128912
AC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Andrew James Callejo was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 2000. Andrew had worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Callejo is the Co-Founder and Director of Business Development of Bold Interior Group, a San Francisco based interior design/staging firm. Mr. Callejo spends less than 10% of his time per month on his work at Bold Interior Group. Mr. Callejo does not solicit our Firm's clients for Bold Interior Group. Mr. Callejo is an Investor Relations Manager at EquityBee. EquityBee is located in Palo Alto Ca. EquityBee helps provide capital to startup employees so they can purchase stock options.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

April 12, 2022 - October 7, 2022

EQUITYBEE SECURITIES, LLC

BD
CRD#: 41896
PALO ALTO, CA
Past

August 24, 2021 - April 11, 2022

NORTH CAPITAL

RIA
CRD#: 148802
Burlingame, CA
Past

August 24, 2021 - April 11, 2022

NORTH CAPITAL PRIVATE SECURITIES CORPORATION

BD
CRD#: 154559
SALT LAKE CITY, UT
Past

March 17, 2021 - August 24, 2021

LEAFVEST CAPITAL LLC

RIA
CRD#: 312305
BURLINGAME, CA
Past

June 29, 2016 - December 7, 2020

SCF INVESTMENT ADVISORS, INC.

RIA
CRD#: 123608
SAN FRANCISCO, CA
Past

June 29, 2016 - December 7, 2020

SCF SECURITIES, INC.

BD
CRD#: 47275
SAN FRANCISCO, CA
Past

September 19, 2013 - July 14, 2016

FIRST BROKERAGE AMERICA, L.L.C.

RIA
CRD#: 43431
SAN FRANCISCO, CA
Past

April 12, 2007 - July 14, 2016

FIRST BROKERAGE AMERICA, L.L.C.

BD
CRD#: 43431
SAN FRANCISCO, CA
Past

January 12, 2006 - April 25, 2007

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
HAYWARD, CA
Past

July 27, 2005 - October 5, 2005

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

March 5, 2004 - March 22, 2005

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

June 11, 2001 - March 17, 2004

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

May 10, 2000 - March 5, 2001

SUNLOGIC SECURITIES, INC.

BD
CRD#: 38054
NEWARK, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/13/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/10/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/9/2000
General Securities Representative Examination

Current Firm

ES
EQUITYBEE SECURITIES, LLC
EQUITYBEE SECURITIES, LLC | HMI INVESTMENTS, LTD. | HAMILTON MILLER INVESTMENTS, LLC

CRD#: 41896 / SEC#: , 8-49621

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
955 Alma Street. Suite B, Palo Alto, CA 94301
Mailing Address
955 Alma Street. Suite A, Palo Alto, CA 94301
Phone number
(650) 847-1149
Established
Delaware since 03/04/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
EQUITYBEE INC.PARENT
DANIELS, RICHARD MATTHEWFINOP/PFO/POO5877964
KAISER, MICHELLE AMBROSIOCHIEF EXECUTIVE OFFICER5880443
WADE, MITCHELLCHIEF COMPLIANCE OFFICER6516098

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EQUITYBEE SECURITIES, LLC

CRD#: 41896

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