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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
2522 Chambers Road Suite 100, Tustin, CA 92780 • United States
9940 Research Drive Suite 200, Irvine, CA 92618 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Sandlapper Securities, Llc | Greenville | SC | 02/2012 | 03/2019 |
| Sandlapper Wealth Management, Llc | Greenville | SC | 07/2012 | 03/2019 |
| Emerson Equity Llc | San Mateo | CA | 03/2019 | Present |
| Pleasant Apartment Provider, Llc | Whittier | CA | 08/2022 | Present |
| Charming Orange County Homes, Llc | Whittier | CA | 04/2023 | Present |
| Brightpoint Realty Group | Irvine | CA | 02/2021 | Present |
1) BETTER APARTMENTS, LLC - OWN AND MANAGE PERSONAL INVESTMENT REAL ESTATE HOLDINGS. 8 HRS A MONTH, 4 HRS A MONTH DURING SECURITIES TRADING HOURS. PROPERTIES LOCATED IN SOUTHERN CALIFORNIA. NON-SECURITIES RELATED. 02/2019 2) SPECIALIZED WEALTH MANAGEMENT. LOCATED IN TUSTIN, CA. DBA FOR SECURITIES-RELATED BUSINESS. APPROX. 160 HOURS/MONTH DURING TRADING HOURS. STARTED 02/2009. 3)- PLEASANT APARTMENT PROVIDER LLC-INVESTMENT RELATED; 6528 GREENLEAF AVE #105 WHITTIER, CA 90601-PERSONAL AND INVESTMENT REAL ESTATE HOLDINGS; PRESIDENT, OWN AND MANAGE PERSONAL INVESTMENT REAL ESTATE HOLDINGS; 8 HRS A MONTH, 4 HRS A MONTH DURING SECURITIES TRADING HOURS; 08/2022 4) CHARMING ORANGE COUNTY HOMES, LLC-INVESTMENT RELATED, 6528 GREENLEAF AVE., STE 105, WHITTIER, CA 90601, PRESIDENT, MANAGE RENTAL REAL ESTATE PROPERTIES, 8 HRS A MONTH, 4 HRS A MONTH DURING SECURITIES TRADING HRS, 04/2023 5) BRIGHTPOINT REALTY GROUP-I AM A SALES AGENT OF THIS BUSINESS- INVESTMENT RELATED, 731 CONTESSA IRVINE, CA 92620, SALES AGENT, ACT AS A REAL ESTATE AGENT TO LIST PROPERTIES FOR SALE, 4 HRS A MONTH AND 4 HRS A MONTH DURING SECURITIES TRADING HOURS, 2/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-06 |
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