Registered representatives in California
344,763 registered representatives held a California registration on record as of September 24, 2026; 53,022 of them have a California business address. On Accupoint each is one record across Broker Dealer, advisory and insurance data.
From national registration data as of September 24, 2026. Each rep is counted once.
248,291 California reps also hold an insurance license or an advisory registration.
A registration lookup answers one question about one person. On Accupoint, a California rep's record also carries their registrations in every other state, their exams and the Broker Dealers they have worked for, and for those who are also insurance agents or investment adviser representatives (IARs), their licenses, carrier appointments and advisory registrations.
Exams held on record
Reps registered in California. The SIE is left out: nearly every rep holds it.
Broker Dealers with the most reps in California
Among reps registered in California with a business address there, by current Broker Dealer.
Top cities
Reps registered in California with a business address in each city.
Years since first registered
Reps registered in California, by years since they first registered with a Broker Dealer.
Every state, every channel, one record.
A registration lookup shows one person at a time. Accupoint shows the whole professional: every state they are registered in, the exams on their record, the Broker Dealers they have worked for, and any insurance licenses and advisory registrations, on one record you can search, export and act on.
Registered representatives, counted once
Across 52 jurisdictions. 460,656 are registered in more than one state, 24.6 states each on average.
Reps who are also agents or advisers
Registered representatives who also hold an insurance license or an advisory registration, on the same record.
Registrations, exams and employment
Registrations by state, the exams on record and the Broker Dealers they have worked for, for everyone in the channel, plus license and carrier appointment history for those who are also insurance agents.
Search, CRM, Claude and ChatGPT
Search and export by registration, exam, Broker Dealer and geography, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
California registered representatives, answered.
How many registered representatives are registered in California?
344,763 registered representatives held a California registration on record as of September 24, 2026. 53,022 of them have a California business address, and 291,741 are registered there with a business address elsewhere or none on record.
How many reps registered in California entered the industry in the last 12 months?
16,804 reps registered in California first registered with a Broker Dealer in the 12 months to September 24, 2026; 2,747 of them have a California business address.
Which exams do reps registered in California hold?
The most common exams on record are Series 7, General Securities Representative (301,927 reps); Series 63, Uniform Securities Agent State Law (241,879 reps); and Series 66, Uniform Combined State Law (155,201 reps). The SIE is left out: nearly every rep holds it.
How many California reps are also agents or advisers?
172,083 reps registered in California also hold an insurance license and 224,372 are also investment adviser representatives; 148,164 are all three. In California itself, 74,130 are also licensed as agents and 43,186 are also registered as investment adviser representatives. On Accupoint they are one record each.
What does registered in a state mean?
A rep registers in each state where they serve clients, so reps who serve clients across state lines often hold many state registrations. Across the country, 460,656 reps are registered in more than one state.
Can I send these reps to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered in California means a California registration on record in national registration data as of September 24, 2026. Business address is the work address on the person's record (for someone also licensed as an agent, their insurance business address). Years and new entrants count from the date a rep first registered with a Broker Dealer. Exams are those on the record, wherever taken. Each rep is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
Search California reps on Accupoint.
Every California rep with their registrations, exams and history, or talk with our team about the audience you need.