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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-11-10 |
Branch Locations
155 Bovet Road, Suite 725, San Mateo, CA 94402 • US
40 North Sandusky Street Suite 300, Delaware, OH 43015 • 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 |
|---|---|---|---|---|
| Emerson Equity Llc | San Mateo | CA | 06/2010 | Present |
| Family Financial Of Central Ohio | Delaware | OH | 06/2010 | Present |
NAME OF OTHER BUSINESS: FAMILY FINANCIAL OF CENTRAL OHIO; IS BUSINESS INVESTMENT RELATED: YES; ADDRESS OF OTHER BUSINESS: 40 N. SANDUSKY STREET, STE 300; DELAWARE, OHIO 43015; NATURE OF OTHER BUSINESS: ENTITY USED MARKET SECURITIES RELATED BUSINESS AND INSURANCE RELATED BUSINESS THROUGH REGISTERED BROKER DEALER; POSITION: MANAGING PARTNER; STATE DATE: 06/02/2010; APPROXIMATE HOURS DEVOTED DURING OTHER BUSINESS: CONSISTENT WITH HOURS SPENT WORKING FOR BROKER DEALER; HOURS DEVOTED DURING SECURITIES TRADING HOURS: CONSISTENT WITH HOURS SPEND WORKING FOR BROKER DEALER. NAME OF OTHER BUSINESS: N/A: APPLICANT WRITES HEALTH INSURANCE. IS BUSINESS INVESTMENT RELATED: NO. ADDRESS OF OTHER BUSINESS: 49 N. SANDUSKY STREET, DELAWARE, OHIO 43015. NATURE OF OTHER BUSINESS: PROVIDING HEALTH INSURANCE POLICIES TO PROSPECTS. POSITION: SALES. STATE DATE: OCTOBER 2010 HOURS PER MONTH: 6 HRS PER MONTH HOURS DURING TRADING HOURS: LESS THAN 1 PER DAY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-28 |
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