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3 East Third Ave. Office 323, San Mateo, CA 94401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-10-01 |
Branch Locations
1255 Treat Blvd., Office 372, Walnut Creek, CA 94597 • United States
3 East Third Ave. Office 323, San Mateo, CA 94401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearpath Capital Partners Llc | San Francisco | CA | 06/2013 | 01/2018 |
| Mutual Advisors,Llc | Casper | WY | 01/2018 | 09/2019 |
| Catalyst Private Wealth, Llc | San Mateo | CA | 10/2019 | Present |
| Emerson Equity | San Mateo | CA | 10/2019 | Present |
1. EMERSON EQUITY LLC; INVESTMENT RELATED; SAN MATEO, CA; BROKER-DEALER, REGISTERED REPRESENTATIVE; START 10/1/19; MULTIPLE HOURS MONTHLY DURING TRADING HOURS AS IT RELATES TO RIA BUSINESS. 4.CATALYST PRIVATE WEALTH-INESTMENT RELATED; 3 EAST THIRD AVE., STE 323, SAN MATEO, CA 94401-CATALYST IS AN RIA-PARTNER/FOUNDER-50 HRS A WEEK IS DEVOTED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-09-28 |
| S65 | Uniform Investment Adviser Law Examination | 2013-08-23 |
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