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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-31 |
Branch Locations
9940 Research Drive Suite 200, Irvine, CA 92618 • United States
Snellville, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Atlanta | GA | 01/2023 | 11/2023 |
| Post-Grad Travel/Break | Atlanta | GA | 06/2022 | 12/2022 |
| Georgia State University | Atlanta | GA | 08/2019 | 05/2022 |
| For Eyes | Duluth | GA | 06/2019 | 01/2020 |
| Nav Advisors | Sarasota | FL | 06/2021 | 07/2021 |
| Brookwood High School | Snellville | GA | 08/2015 | 05/2019 |
| The Prudential Insurance Company Of America | Atlanta | GA | 09/2023 | 11/2023 |
| Dempsey Lord Smith, Llc | Rome | GA | 01/2024 | 05/2024 |
| Orangetheory Fitness | Dunwoody | GA | 11/2023 | 12/2023 |
| Emerson Equity Llc | San Mateo | CA | 02/2025 | Present |
| Arcus Capital Partners Llc | Atlanta | GA | 06/2024 | 01/2025 |
| Highland Capital Brokerage | Birmingham | AL | 02/2025 | Present |
1)- HIGHLAND CAPITAL BROKERAGE-INVESTMENT RELATED, 355 GRANDVIEW PARKWAY, STE 500 BIRMINGHAM, AL 35243, LIFE, ACCIDENT, SICKNESS INSURANCE AND FIXED ANNUITIES, AGENT, DUTIES WILL INCLUDE TRAINING ON THE INSURANCE AND ANNUITY PRODUCTS THAT ARE TAILORED TO BEST SERVICE MY CLIENTELE'S NEEDS DURING THEIR HOLISTIC FINANCIAL PLANNING., 10-12 HRS MONTHLY, 2-3 HRS WEEKLY DURING SECURITIES TRADING HOURS.,M 02/2025 2) PATEL FINANCIAL SERVICES LLC (DBA) INVESTMENT RELATED, 1886 OAKGROVE ROAD DR., SNELLVILLE, GA 30078, DBA EXISTS TO MARKET SECURITIES BUSINESS DONE THROUGH EMERSON EQUITY LLC, OWNER, CREATED TO MARKET BUSINESS DONE THROUGH EMERSON EQUITY LLC, PAY BUSINESS EXPENSES THROUGH LLC, 5 HRS MONTHLY, 1 HR WEEKLY DURING SECURITIES TRADING HOURS, 06/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-16 |
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