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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-24 |
Branch Locations
155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Bedford, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regulus, Llc | Kentwood | MI | 07/2016 | 01/2021 |
| Regal Investment Advisors, Llc | Kentwood | MI | 07/2016 | 01/2021 |
| Cf Financial Llc | Fort Worth | TX | 01/2021 | 01/2025 |
| Emerson Equity Llc | San Mateo | CA | 04/2025 | Present |
1) SOUTHPAW CONSULTING, LLC-NOT INVESTMENT RELATED, 3932 CEDAR RIDGE DR. BEDFORD, TX 76021, BUSINESS MANAGEMENT CONSULTING, OWNER, CONSULTING WITH BUSINES OWNERS ON GROWTH STRATEGIES, PROCESS IMPROVEMENTS, TECHNOLOGY INTEGRATIONS AND OPERATIONAL EFFICIENCIES, 20 HRS A MONTH, 20 HRS DURING SECURITIES TRADING HOURS, 07/2017 2) LICENSED INSURANCE AGENT-INVESTMENT RELATED, 3932 CEDAR RIDGE DR. BEDFORD, TX 76021, FIXED LIFE INSURANCE AND ANNUITY SALES, AGENT, SELL FIXED INSURANCE AND ANNUITY P RODUCTS, 10 HRS MONTHLY, 10 HRS DURING SECURITIES HOURS, 09/2012
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-02 |
| S66 | Uniform Combined State Law Examination | 2012-07-07 |
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