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3 East Third Ave. Office 323, San Mateo, CA 94401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-10-28 |
Branch Locations
3 East Third Ave., Office 323, San Mateo, CA 94401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearpath Capital Partners Llc | San Francisco | CA | 08/2014 | 01/2018 |
| Mutual Advisors,Llc | Casper | WY | 01/2018 | 09/2019 |
| Emerson Equity Llc | San Mateo | CA | 09/2019 | Present |
| Catalyst Private Wealth, Llc | San Mateo | CA | 01/2018 | Present |
1. EMERSON EQUITY LLC; INVESTMENT RELATED; SAN MATEO, CA; BROKER-DEALER, REGISTERED REPRESENTATIVE; START 10/1/19; MULTIPLE HOURS MONTHLY DURING TRADING HOURS AS IT RELATES TO RIA BUSINESS. 2) CATALYST PRIVATE WEALTH-INVESTMENT RELATED, 3 EAST THIRD AVE., STE 323 SAN MATEO, CA 94401 REGISTERED INVESTMENT ADVISORY FIRM, FINANCIAL ADVISOR/PARTNER, WORK DIRECTLY WITH CLIENTS OFFERING FINANCIAL ADVICE AND AS CO-FOUNDER ASSIST WITH DAY TO DAY MANAGEMENT OF THE FIRM, 50 HOURS A WEEK, 6.5 HOURS DAILY DURING SECURITIES TRADING HOURS, 01/2018
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-10-12 |
| S65 | Uniform Investment Adviser Law Examination | 2014-08-22 |
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