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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-14 |
Branch Locations
485 Broadway Suite 300, Millbrae, CA 94030 • 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 |
|---|---|---|---|---|
| Woodbury Financial Services | Millbrae | CA | 08/2013 | 01/2024 |
| Osaic Wealth, Inc. | Milbrae | CA | 01/2024 | 03/2026 |
| Emerson Equity Llc | San Mateo | CA | 03/2026 | Present |
1). HCM WEALTH MANAGEMENT-INVESTMENT RELATED DBA, 485 BROADWAY, SUITE 800, MILLBRAE, CA 94030, DBA MARKETING VEHICLE THROUGH WHICH INVESTMENT RELATED BUSINESS IS DONE THROUGH EMERSON EQUITY LLC., OWNER, OBA IS USED AS A BRANDING (DBA) NAME FOR INVESTMENT BUSINESS DONE THROUGH EMERSON EQUITY LLC., 160 HRS MONTHLY, 160 HRS MONTHLY DURING SECURITIES TRADING HOURS, 07/99
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-15 |
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