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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-18 |
Branch Locations
975 Lincoln Street Ste 204, Denver, CO 80203 • United States
155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
975 Lincoln Street 204, Denver, CO 80209 • United States
155 Bovet Road, Suite 725, San Mateo, CA 94402 • US
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Denver | CO | 02/2013 | 08/2021 |
| Bfc Planning, Inc. | Denver | CO | 10/2013 | 08/2021 |
| Benchmark Investments, Llc | New York | NY | 08/2021 | 05/2023 |
| Benchmark Advisory Services, Llc | New York | NY | 08/2021 | 01/2022 |
| Kingswood Wealth Advisors Llc | Stockbridge | GA | 01/2022 | 03/2025 |
| Kingswood Capital Partners, Llc | Denver | CO | 05/2023 | 03/2025 |
| Emerson Equity Llc | San Mateo | CA | 03/2025 | Present |
| Emerson Family Office | Denver | CO | 07/2025 | Present |
1)- FERNEAU ASSET MANAGEMENT- INVESTMENT RELATED, 975 LINCOLN STREET, STE 204, DENVER, CO 80203, ACCIDENT, LIFE AND HEALTH INSURANCE RELATED TO ESTATE PLANNING, INSURANCE PROVIDER AND PRINCIPAL OF FERNEAU ASSET MANAGEMENT, DAILY ACTIVITIES OF AN ACCIDENT, LIFE AND HEALTH INSURANCE PROVIDER., 40 HRS MONTHLY, 10 WEEKLY DURING SECURITIES TRADING HOURS, 02/2019. 2)- DBA FERNEAU ASSET MANAGEMENT-INVESTMENT RELATED, 975 LINCOLN STREET, STE 204, DENVER, CO 80203, DBA THROUGH WHICH SECURITIES BUSINESS AND ADVISORY BUSINESS IS DONE THROUGH EMERSON EQUITY LLC, OWNER, MARKETING ACTIVITIES OF A REGISTERED REPRESENTATIVE AND FINANCIAL ADVISOR DOING BUSINESS THROUGH EMERSON EQUITY LLC, 160 HRS MONTHLY, 32.5 WEEKLY DURING SECURITIES TRADING HOURS, 02/2019. 3) EMERSON FAMILY OFFICE-INVESTMENT RELATED, 975 LINCOLN STREET, SUITE 204, DENVER CO, 80203, DBA MARKETING VEHICLE THROUGH WHICH SECURITIES RELATED BUSINESS IS DONE THROUGH EMERSON EQUITY LLC., TEAM MEMBER, IDENTIFY AND EVALUATE INVESTMENT OPPORTUNTIES IN THE BEST INTEREST OF MY CLIENTS., 20 HRS MONTHLY, 1 HR PER DAY DURING SECURITIES TRADING HOURS., 07/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-23 |
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