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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-12-18 |
Branch Locations
1855 Hamilton Ave. Suite 201, San Jose, CA 95125 • 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 |
|---|---|---|---|---|
| Sherer Group | Los Gatos | CA | 09/2018 | 08/2025 |
| Sherwin Williams | Daly City | CA | 09/2017 | 09/2018 |
| Aunt Fanny's | San Francisco | CA | 06/2017 | 09/2017 |
| Unemployed | San Francisco | CA | 06/2016 | 09/2017 |
| Emerson Equity Llc | San Mateo | CA | 08/2020 | Present |
| Potobox | San Francisco | CA | 07/2025 | Present |
1)- CEREUS INVESTMENTS-INVESTMENT RELATED, 1855 HAMILTON AVE., STE 101 SAN JOSE, CA 95125, ENTITY THROUGH WHICH SECURITIES RELATED ACTIVITIES ARE MARKETED, TAX AND CONSULTING SERVICES, CHIEF INVESTMENT OFFICER, ACTING AS CHIEF INVESTMENT OFFICER PROVIDING INVESTMENT CONSULTATIONS, 20 HRS MONTHLY, 20 HRS DURING SECURITIES TRADING HOURS, 09/2024 2) POTOBOX-NOT INVESTMENT RELATED, 3251 2TH AVE., SAN FRANCISCO, CA 94132, PHOTOBOOTH RENTAL, OWNER, OVERSEE OPERATIONS ON A WEEKLY BASES, 20 HRS MONTHLY, 5 HOURS DURING SECURITIES TRADING HOURS, 07/2025 3) POTOGLOW-NOT INVESTMENT RELATED, 1737 POST ST., SUITE 3-1, SAN FRANCISCO, CA 94115, COSMETIC RETAIL AND SELF SERVICE PHOTOBOOTH, OWNER, OWN AND MANAGE 2 RETAIL STORES RELATING TO THE ALE OF COSMETICS AND PHOTOBOOTH STUDIOS., 100 HRS MONTHLY, 60 HOURS MONTHLY DURING SECURITIES TRADING HOURS, 02/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-15 |
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