AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CW

Calvin S. Webster

EQUITYBEE SECURITIES
PALO ALTO, CA 94301
Some features on this profile are disabled
CRD#: 7906463
CW
Calvin Sinclair WebsterEQUITYBEE SECURITIES

Professional summary

Calvin Sinclair Webster, who also goes by Calvin Webster, is a registered financial professional currently at EQUITYBEE SECURITIES, LLC located in Palo Alto, California.

Calvin is registered as a RR (Registered Representative) and started their career in finance in 2024. Calvin has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Calvin Webster

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Calvin Sinclair Webster's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

July 30, 2026 - Present

EQUITYBEE SECURITIES, LLC

Office #1: 955 Alma Street. Suite B, Palo Alto, CA 94301
BD
CRD#: 41896
PALO ALTO, CA
Past

October 1, 2025 - August 7, 2026

OPES WEALTH MANAGEMENT, LLC

RIA
CRD#: 299704
MENLO PARK, CA
Past

May 30, 2024 - September 26, 2024

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
GREENWOOD VILLAGE, CO
Past

April 29, 2024 - September 26, 2024

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(7/30/2026)
RR
Alaska
(7/30/2026)
RR
Arizona
(7/30/2026)
RR
Arkansas
(7/30/2026)
RR
California
(7/30/2026)
RR
Colorado
(7/30/2026)
RR
Connecticut
(7/30/2026)
RR
Delaware
(7/30/2026)
RR
District of Columbia
(7/30/2026)
RR
Florida
(7/30/2026)
RR
Georgia
(7/30/2026)
RR
Hawaii
(7/30/2026)
RR
Idaho
(7/30/2026)
RR
Illinois
(7/30/2026)
RR
Indiana
(7/30/2026)
RR
Iowa
(7/30/2026)
RR
Kansas
(7/30/2026)
RR
Kentucky
(7/30/2026)
RR
Louisiana
(7/30/2026)
RR
Maine
(7/30/2026)
RR
Maryland
(7/30/2026)
RR
Massachusetts
(7/30/2026)
RR
Michigan
(7/30/2026)
RR
Minnesota
(7/30/2026)
RR
Mississippi
(7/30/2026)
RR
Missouri
(7/30/2026)
RR
Montana
(7/30/2026)
RR
Nebraska
(7/30/2026)
RR
Nevada
(7/30/2026)
RR
New Hampshire
(7/30/2026)
RR
New Jersey
(7/30/2026)
RR
New Mexico
(7/30/2026)
RR
New York
(7/30/2026)
RR
North Carolina
(7/30/2026)
RR
North Dakota
(7/30/2026)
RR
Ohio
(7/31/2026)
RR
Oklahoma
(7/30/2026)
RR
Oregon
(7/30/2026)
RR
Pennsylvania
(7/30/2026)
RR
Puerto Rico
(7/30/2026)
RR
Rhode Island
(7/30/2026)
RR
South Carolina
(7/30/2026)
RR
South Dakota
(7/30/2026)
RR
Tennessee
(7/30/2026)
RR
Texas
(7/30/2026)
RR
Utah
(7/30/2026)
RR
Vermont
(7/30/2026)
RR
Virginia
(7/30/2026)
RR
Washington
(7/30/2026)
RR
West Virginia
(7/30/2026)
RR
Wisconsin
(7/30/2026)
RR
Wyoming
(7/30/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/25/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/29/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/10/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

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)
Loading...

Contact information

Main Address
955 Alma Street. Suite B, Palo Alto, CA 94301
Mailing Address
955 Alma Street. Suite B, 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)

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
LEVINSON, MATTHEW TODDCHIEF COMPLIANCE OFFICER2972310

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#: 41896Palo Alto, CA 94301

TRUST BUT VERIFY

Monitor Calvin Webster

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Bugra Bakan
Bugra BakanAdvisorCheck Check Mark
OCCIDENTAL ASSET MANAGEMENT, LLC
IAR
BURLINGAME, CA
Ashkahn Moayedi
Ashkahn MoayediAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
DANVILLE, CA
Ronald William Guay
Ronald GuayAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
San Jose, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.