Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| OH | RA | APPROVED | 2025-09-09 |
| CA | RA | APPROVED | 2025-08-11 |
Branch Locations
Walnut Creek, CA • United States
9940 Research Drive Suite 200, Irvine, CA 92618 • United States
155 Bovet Road, Suite 725, San Mateo, CA 94402 • 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 |
|---|---|---|---|---|
| Guardian Life Insurance Company | San Ramon | CA | 04/2018 | 07/2025 |
| Park Avenue Securities | San Ramon | CA | 04/2018 | 07/2025 |
| Emerson Equity Llc | San Mateo | CA | 08/2025 | Present |
| Insurance Brokerage Via Tarkenton Financial | Atlanta | GA | 07/2025 | Present |
| Sgc Financial | San Mateo | CA | 06/2010 | 04/2018 |
1) INSURANCE BROKERAGE VIA TARKENTON FINANCIAL-INVESTMENT RELATED, 3340 PEACHTREE RD, NE STE 2300 ATLANTA, GA 30326, INSURANCE BROKERAGE, FIXED ANNUITIES, LIFE, DISABILITY AND LONG TERM CARE, BROKER, SALES OF FIXED INSURANCE AND FIXED ANNUITIES, 15 HRS PER MONTH, 0 HRS DURING SECURITIES TRADING HOURS, 07/2025 2) DIAMOND MOUNTAIN FINANCIAL, LLC (DBA)-INVESTMENT RELATED, 8351 PINOT GRIGIO ST. ROSEVILLE, CA 95747, DBA-MARKETING VEHICLE THROUGH WHICH INVESTMENT RELATED BUSINESS IS DONE THROUGH EMERSON EQUITY LLC., FOUNDER AND PRINCIPAL, ORGANIZING BUSINESS INCOME AND EXPENSES DERIVED FROM EMERSON EQUITY COMPENSATION, 160 HRS MONTH., 6.5 HRS DURING SECURITIES TRADING HOURS, 07/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-26 |
Reach out to this advisor