Philip John Denstad

Current Employers

Employment History

• 04/2019 → Present
  Copley Financial Group, Inc.
  San Diego, CA
• 09/2014 → 01/2019
  Full-Time Student
  San Diego, CA
• 07/2018 → 08/2018
  City Of San Diego
  San Diego, CA
• 09/2024 → 03/2026
  Emerson Equity Llc
  San Mateo, CA
• 04/2019 → Present
  Heritage Tax & Insurance
  San Diego, CA
• 03/2026 → Present
  Copley Alternative Investments Inc.
  San Diego, CA

Other Businesses

1)- COPLEY FINANCIAL GROUP-INVESTMENT RELATED, 2650 CAMINO DEL RIO NORTH, STE., 350, SAN DIEGO, CA 92108, FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES, FINANCIAL ADVISOR, MEETING WITH CLIENTS, PUTTING TOGETHER FINANCIAL PLANS, AND OFFERING INVESTMENT ADVICE., 80 HRS PER MONTH, 6.5 HRS DAILY DURING SECURITIES TRADING HOURS, 04/2019 2)-HERITAGE TAX & INSURANCE, INC., INVESTMENT RELATED, 2650 CAMINO DEL RIO NORTH,STE., 250 SAN DIEGO, CA 92108, FIXED LIFE AND ANNUITY SALES, INSURANCE AGENT, CREATING FINANCIAL PLANS AND RECOMMENDING INSURANCE AND/OR ANNUITY PRODUCTS BASED ON CLIENT NEEDS AND SUITABILITY, 80 HRS MONTHLY, 6.5 HRS DAILY DURING SECURITIES TRADING HOURS, 04/2019 3) Emerson Equity; Investment related; San Mateo, CA; Broker Dealer; Registered Representative; started 09/2024; 10 hours per month, 10 hours during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-10-01
• S65 Uniform Investment Adviser Law Examination
  2019-04-16