Toni Lynn Sutherland

Current Employers

Employment History

• 09/2013 → 03/2019
  Sandlapper Securities Llc
  Aptos, CA
• 09/2013 → 03/2019
  Sandlapper Wealth Management, Llc
  Aptos, CA
• 03/2019 → Present
  Emerson Equity Llc
  San Mateo, CA
• 02/2025 → 02/2025
  Realta Equities, Inc.
  Wilmington, DE
• 02/2025 → 02/2025
  Realta Investment Advisors, Inc.
  Wilmington, DE

Previous Registrations

• 2025-02-11 → 2025-02-18
  Realta Investment Advisors, Inc
  Wilmington, DE
  Aptos, CA
• 2015-02-06 → 2019-03-15
  Colony Park Financial Services Llc.
  Aptos, CA
  Greenville, SC
• 2013-09-25 → 2014-12-12
  Sandlapper Wealth Management, Llc
  Greenville, SC
• 2006-09-18 → 2013-09-10
  Independent Financial Group, Llc
  San Diego, CA
  San Diego, CA
  Aptos, CA
• 2003-03-07 → 2006-09-18
  Pacific West Financial Consultants Inc
  Aptos, CA
• 2002-06-11 → 2003-04-03
  Foothill Securities, Inc.
  Capitola, CA
• 1999-08-02 → 2002-06-14
  Citigroup Global Markets Inc.
  Capitola, CA

Other Businesses

(1) ALTA INVESTMENT GROUP; DBA; 9055 SOQUEL DR #H APTOS, CA 95003; ALTAINVESTMENTS.COM; ALTERNATIVE INVESTMENTS AND INVESTMENT ADVICE; COMPENSATION IN THE FORMS OF COMMISSION AND FEES; 30 HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) WETART.ORG; 9055 SOQUEL DR #H APTOS, CA 95003; NOT INVESTMENT RELATED; NON-PROFIT RAISES FUNDS FOR LOCAL CHILDREN'S ORGANIZATIONS; WETART.ORG; DIRECTOR AND SECRETARY; NO COMPENSATION; HOURS AS NEEDED HOURS SOME MAY BE DURING NORMAL TRADING HOURS. (3) INSURANCE SALES; INSURANCE AS ESTATE PLANNING TOOL; COMMISSIONS; 1-2 HOURS PER WEEK SOME DURING NORMAL TRADING HOURS. (4) CA REAL ESTATE AGENT; 9055 SOQUEL DR #H APTOS, CA 95003; TONISUTHERLAND.COM; AGENT COMPENSATION OR REFERRAL FEE; AS NEEDED HOURS SOME MAY BE DURING NORMAL TRADING HOURS. (5) ADDICTION EDUCATION SOCIETY; ONE FRANKLIN PARKWAY BLDG 920 SAN MATEO, CA 94403; NOT INVESTMENT RELATED; NON-PROFIT; ADDICTIONEDUCATIONSOCITY.ORG; FUND RAISING/BOARD DIRECTOR; NO COMPENSATION; AS NEEDED HOURS SOME MAY BE DURING NORMAL TRADING HOURS. 6) HIGHLAND CAPITAL-INVESTMENT RELATED, 3535 GRANDVIEW PARKWAY, STE 500 BIRMINGHAM, AL 35243, INSURANCE IMO FOR FIXED INSURANCE, LICENSED AGENT, SELLING FIXED INSURANCE TO CLIENTS USING HIGHLAND CAPITAL AS IMO, LESS THAN 5 HOURS MONTHLY, LESS THAN 5 HOURS DURING SECURITIES TRADING HOURS, 04/26

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-20
• S63 Uniform Securities Agent State Law Examination
  1996-05-16