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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-02-16 |
| CA | RA | APPROVED | 2026-02-13 |
| CO | RA | APPROVED | 2026-02-13 |
| MN | RA | APPROVED | 2026-02-13 |
| ID | RA | APPROVED | 2025-06-13 |
| OH | RA | APPROVED | 2024-10-08 |
| WA | RA | APPROVED | 2024-02-21 |
Branch Locations
4891 Independence Street Suite 205, Wheat Ridge, CO 80033 • United States
155 Bovet Road, Suite 725, San Mateo, CA 94402 • US
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 |
|---|---|---|---|---|
| Emerson Equity Llc | San Mateo | CA | 09/2020 | Present |
| Mountain Financial | Denver | CO | 06/2019 | Present |
| University Of Denver | Denver | CO | 09/2016 | 06/2020 |
| Smiling Moose Deli | Evergreen | CO | 06/2017 | 01/2018 |
| Unemployed | Evergreen | CO | 05/2016 | 09/2016 |
1)-MOUNTAIN FINANCIAL-INVESTMENT RELATED; 1720 S. BELLAIRE ST, SUITE 1208, DENVER, CO 80222; INSURANCE BROKERAGE; DIRECTOR OF ASSET MANAGEMENT, ASSIST IN ADMINISTRATIVE DUTIES, CLIENT RELATIONS AND SCHEDULING, MANAGE INTERNS, 35 HOUR DURING SECURITIES TRADING HOURS, 7/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-24 |
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