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Bellevue, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-09-25 |
| TX | RA | APPROVED | 2018-09-25 |
| WA | RA | APPROVED | 2018-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Planning Llc | Bellevue | WA | 01/2014 | 04/2018 |
| Eq Wealth Management | Bellevue | WA | 02/2018 | Present |
(1) STEPHEN PATRICK EMANUELS IS ALSO AN INSURANCE AGENT. INSURANCE AGENTS MAY BE PAID FOR THESE SERVICES. IN CASES WHERE WE RECEIVE PAYMENT, THERE MAY BE A CONFLICT OF INTEREST. AT ALL TIMES, YOU ARE FREE TO CHOOSE OUTSIDE AGENTS TO AVOID THE POSSIBILITY OF THERE BEING A CONFLICT OF INTEREST. (2) STEPHEN EMANUELS, AS A GENERAL PARTNER, HAS 12.5 % OWNERSHIP IN AXIOM-WEST LLC, A REAL ESTATE PROJECT DEVELOPMENT COMPANY. START DATE: 5/20/2021. MR. EMANUELS WORKS AS PART OF A TEAM TO IDENTIFY PROPERTY, DO DUE DILIGENCE, BUILD A BUSINESS PLAN AND OVERSEE OPERATIONS AND MANAGEMENT OF THE PROJECT. PRIOR TO THE PROJECT BEING LAUNCHED, MR. EMANUELS MAY SEND UP TO 40 HOURS A MONTH. AFTER LAUNCH MR. EMANUELS MAY SPEND 10 HOURS PER MONTH TO MAINTAIN THE PROJECT. CLIENTS OF MR. EMANUEL'S MAY INVEST IN A PROJECT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-11-06 |
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