Bradley Owen Davidson

Employer firm

Emerson Equity LLC CRD 130032

$322M regulatory AUM 100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• MANAGEMENT OF PRIVATE PLACEMENT LIFE INSURANCE / INSURANCE DEDICATED FUNDS (SINGLE INVESTOR PRIVATE FUNDS)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 08/2018
  Pacific West Certified Development Company
  Laguna Hills, CA
• 08/2018 → 06/2022
  Emerson Equity Llc
  San Mateo, CA
• 09/2018 → 12/2022
  Versity Investments, Llc
  Aliso Viejo, CA
• 06/2022 → 12/2022
  Wealthforge Securities Llc
  Richmond, VA
• 01/2023 → 01/2024
  Aurora Securities
  Ladera Ranch, CA
• 12/2022 → 01/2024
  Real Estate Transition Solutions
  Ladera Ranch, CA
• 01/2023 → 01/2024
  Secure Asset Management, Llc
  Ladera Ranch, CA
• 02/2024 → Present
  Emerson Equity Llc
  San Mateo, CA
• 02/2024 → Present
  College Yard Investments (Formerly Known As Pebble Beach, Dst)
  Mission Viejo, CA
• 01/2025 → Present
  Nelson Brothers Professional Real Estate Llc Aka Versity Investm
  Mission Viejo, CA
• 09/2025 → Present
  Kapouw Credit Services
  Santa Ana, CA

Previous Registrations

• 2023-02-22 → 2024-01-29
  Secure Asset Management, L.L.C.
  Ladera Ranch, CA

Other Businesses

1) COLLEGE YARD INVESTMENTS (FORMERLY KNOWN AS PEBBLE BEACH, DST)-INVESTMENT RELATED, ADDRESS OF RECORD, ALTERNATIVE INVESTMENT SPONSOR, EXECUTIVE, OPERATIONS, CAPITAL RAISING, MARKETING, COMPLIANCE, 160 + HRS PER MONTH, 160 HRS PER MONTH DURING SECURITIES TRADING HOURS, 2/2024 2) NELSON BROTHERS PROFESSIONAL REAL ESTATE, LLC AKA VERSITY INVESTMENTS, LLC, 27525 PUERTA REAL, STE 300-255 MISSION VIEJO, CA 92691, INVESTMENT MANAGEMENT AND SYNDICATION (REAL ESTATE SPONSOR), EVP-CAPITAL MARKETS, OVERSIGHT OF ASSET MANAGEMENT AND INVESTOR RELATIONS TEAM/EFFORTS, 160 HRS MONTHLY, 160 HRS DURING SECURITIES TRADING HOURS, 01/2025 3) KAPOUW CREDIT SERVICES-INVESTMENT RELATED, 1171 HYDE PARK DRIVE, SANTA ANA, CA 92705, CREDIT UNDERWRITING AND ADMINISTRATION FOR SMALL BUSINESS LOANS, UNDERWRITER, EVELUATES CREDITWORTHINESS OF SMALL BUSINESS BORROWERS BY ANALYZING FINANCIAL STATEMENTS, ASSESSING COLLATERAL AND PREPERATION OF COMPREHENSIVE RISK ASSESSMENTS AND LOAN STRUCTURE., 10 HRS MONTHLY, 0 HOURS DURING SECURITIES TRADING HOURS, 09/

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-21
• S63 Uniform Securities Agent State Law Examination
  2018-10-01