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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-01 |
| MD | RA | APPROVED | 2026-04-17 |
| CA | RA | APPROVED | 2025-12-16 |
Branch Locations
9940 Research Drive Suite 200, Irvine, CA 92618 • United States
155 Bovet Road, Suite 725, San Mateo, CA 94402 • 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 |
|---|---|---|---|---|
| Moloney Securities Co., Inc. | Manchester | MO | 05/2016 | 12/2025 |
| Moloney Investment Advisor Llc | Manchester | MO | 05/2016 | 12/2016 |
| Moloney Securities Asset Management Llc | Manchester | MO | 12/2016 | 12/2025 |
| Emerson Equity Llc | San Mateo | CA | 12/2025 | Present |
| Policy Engineer Insurance Solutions, Llc | Seal Beach | CA | 01/2020 | Present |
1) POLICY ENGINEER INSURANCE SOLUTIONS, LLC-INVESTMENT RELATED, 1077 E. PACIFIC COAST WHY #115, SEAL BEACH, CA 90740, FIXED INSURANCE SALES-LIFE,HEALTH INSURANCE INCLUDING FIXED AND FIXED INDEXED ANNUITIES, LIFE INSURANCE, MEDICARE INSURANCE, LONG TERM CARE, DIS. AND ALL OTHER INS UNDER LIFE/HEALTH LICENSE. OWNER 50%.LICENSED INSURANCE AGENT, SELL INSURANCE PRODUCTS TO PROSPECTS, MANAGE SALES TEAMS, MANAGE OPERATIONS TEAM, CREATE MARKETING CONTENT. 140 HOURS PER MONTH, 4 HRS PER DAY DURING SECURITIES TRADING HOURS, 01/2020 2) (DBA) ASSET ENGINEER INVESTMENT SOLUTIONS-INVESMENT RELATED, 3602 ASPEN VILLAGE WAY, B, SANTA ANA, CA 92704, MARKETING VEHICLE THROUGH WHICH SECURITIES AND ADVISORY BUSINESS IS DONE THROUGH EMERSON EQUITY LLC., OWNER/SENIOR FINANCIAL CONSULTANT, PROSPECTING, CRM MANAGEMENT, INVESTMENT MEETINGS AND ADVISORY, APPLICATIONS, ONGOING SERVICING, AND OTHER SALE/ADMIN. TASKS RELATED TO PROFESSIONAL SECURITIES., 100 HOURS MONTHLY, 100 HOURS MONTHLY DURING SECURITIES TRADING HOURS, 05/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-01 |
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