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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-03 |
Branch Locations
155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Mary'S College Of Maryland | St. Mary'S City | MD | 08/2014 | 05/2018 |
| Wells Fargo Securities, Llc | New York | NY | 06/2018 | 03/2021 |
| Global Endowment Management | Charlotte | NC | 03/2021 | 08/2022 |
| Slr Capital Partners | New York | NY | 09/2022 | 08/2023 |
| Rightwise Wealth | Las Vegas | NV | 10/2024 | 06/2025 |
| Finalis Securities Llc | New York | NY | 02/2025 | Present |
| Structured Finance Llc | Tustin | CA | 05/2025 | 01/2026 |
| Emerson Equity Llc | San Mateo | CA | 03/2026 | Present |
| Coyote Ventures | San Francisco | CA | 08/2023 | 10/2024 |
1) LIQUIDITY AI CAPITAL-INVESTMENT RELATED, 6107 DRY LEAF PATH, COLUMBIA, MD 21044, FIRM AFFILIATED WITH FINALIS, WHO FUNCTIONS AS THE BROKER-DEALER, MANAGING PARTNER, SOURCING DEALS AND INVESTORS, OUTREACH BD., 1-10 HRS WEEK, 1-10 HRS WEEK DURING SECURITIES TRADING HOURS, 01/2025 2) VIVEO CAPITAL PARTNERS-INVESTMENT RELATED, 7624 TECOMA CIRCLE, AUSTIN, TX 78735, HOLDING COMPANY FOR ACQUIRING MED SPAS AND THE DEAL FLOW WOULD BE WELLNESS CENTERS AND MED SPAS FOR PURCHASE., MANAGING PARTNER, MED SPA AND WELLNESS CENTER RESEARCH, DEAL FLOW, GROWTH, 1-5 HRS WEEK, 1-5 HRS WEEKLY DURING SECURITIES TRADING HOURS, 10/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-09 |
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