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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-18 |
| CA | RA | APPROVED | 2019-04-15 |
Branch Locations
155 Bovet Road, Suite 725, San Mateo, CA 94402 • US
155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
2 N Santa Cruz Ave. Suite 201, Los Gatos, CA 95030 • United States
335 West 1St Street, Reno, NV 89503 • 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 |
|---|---|---|---|---|
| Scf Securities, Inc. | Fresno | CA | 02/2015 | 04/2019 |
| Scf Investment Advisors, Inc. | Fresno | CA | 02/2015 | 04/2019 |
| Emerson Equity Llc | San Mateo | CA | 04/2019 | Present |
| The Sherer Group | San Jose | CA | 02/2014 | Present |
| Wsu Pullman, Llc | San Mateo | CA | 08/2023 | 12/2025 |
| Sandlapper Wealth Management Llc | Greenville | SC | 06/2015 | 04/2019 |
| Sandlapper Securities Llc | Greenville | SC | 06/2015 | 04/2019 |
1)-THE SHERER GROUP, LLC-INVESTMENT RELATED, 2 N SANTA CRUZ AVE., STE 201 LOS GATOS, CA 95030, DBA FOR SECURITIES RELATED BUSINESS AS WELL AS LIFE INSURANCE AND FIXED ANNUITIES SALES AND SERVICE; 40 HOURS PER WEEK, 6.5 HRS DAILY DURING SECURITIES TRADING HOURS, 02/2014 2)-ACCESS CAPITAL GROUP LLC -INVESTMENT RELATED, 2 N SANTA CRUZ AVE., STE 201 LOS GATOS CA 95030, WHOLESALING FOR SELECT SPONSORS - MANAGING PARTNER -1 HR MONTHLY - LESS THAN 1 HR DURING SECURITIES TRADING HRS, 08/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-07 |
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