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411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-18 |
Branch Locations
485 Magnolia Avenue, Larkspur, CA 94939 • United States
411 30Th Street 2Nd Floor, Oakland, CA 94609 • 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 |
|---|---|---|---|---|
| Emerson Equity Llc | San Mateo | CA | 05/2016 | 03/2022 |
| Keller Williams Realty | San Carlos | CA | 10/2017 | 05/2018 |
| Bennion Deville Homes | Pam Desert | CA | 05/2018 | 01/2020 |
| Aefs | Topeka | KS | 03/2022 | Present |
| Liberty Wealth Management | Oakland | CA | 03/2022 | Present |
| Lifetime Marketing And Planning, Inc | Oakland | CA | 03/2022 | Present |
Name of outside business or organization: AEFS - AE Financial Services, LLC Address: 2950 SW Mcclure Road, Topeka, KS Title: Registered Representative Description of outside business or organization: Investment-related, broker-dealer (Member FINRA/SIPC) Description of duties or responsibilities: Providing brokerage and securities sales and services. Start date: 03/2022 Hours devoted to OBA monthly: 1 during trading hrs. / 1 during non-trading hrs. Name of outside business or organization: Lifetime Planning Marketing, Inc. Address: 411 30th Street, 2nd Floor, Oakland, CA 94609 Title: Insurance agent Description of outside business or organization: Investment-related privately held insurance field marketing association offering insurance products and services. Description of duties or responsibilities: Insurance and annuities Start date: 03/2022 Hours devoted to OBA monthly: 10 hours during trading hours / 0 hours during non-trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-23 |
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