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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2024-04-25 |
Branch Locations
333 Gellert Blvd Suite 201, Daly City, CA 94015 • United States
155 Bovet Road, Suite 725, San Mateo, CA 94402 • US
333 Gellert Blvd Suite 201, Daly City, CA 94015 • 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 |
|---|---|---|---|---|
| Ni Advisors, Inc. | Oakland | CA | 01/2014 | 04/2024 |
| Ak Advisors, Inc. | Daly City | CA | 03/2016 | Present |
| Emerson Equity Llc | San Mateo | CA | 04/2024 | Present |
1)- AK ADVISORS, INC. -INVESTMENT RELATED, 333 GELLERT BLVD., STE 201, DALY CITY, CA 94015, FIXED INSURANCE, LONG TERM CARE, FIXED INDEX ANNUITY, MEDICAL INSURANCE, PROPERTY & CASUALTY INSURANCE, PRESIDENT, INSURANCE BROKER, QUOTE CLIENT PREMIUMS, PROVIDE ILLUSTRATIONS, PROCESS APPLICATIONS AND FOLLOW UP SERVICES, 40 HRS PER MONTH, ZERO HOURS PER MONTH DURING SECURITIES TRADING HOURS, 03/2016
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-27 |
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