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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-02 |
Branch Locations
155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
26421 Crown Valley Parkway Suite 200, Mission Viejo, CA 92691 • 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 |
|---|---|---|---|---|
| Pacific West Certified Development Company | Laguna Hills | CA | 06/2012 | 08/2018 |
| Emerson Equity Llc | San Mateo | CA | 08/2018 | 06/2022 |
| Versity Investments, Llc | Aliso Viejo | CA | 09/2018 | 12/2022 |
| Wealthforge Securities Llc | Richmond | VA | 06/2022 | 12/2022 |
| Aurora Securities | Ladera Ranch | CA | 01/2023 | 01/2024 |
| Real Estate Transition Solutions | Ladera Ranch | CA | 12/2022 | 01/2024 |
| Secure Asset Management, Llc | Ladera Ranch | CA | 01/2023 | 01/2024 |
| Emerson Equity Llc | San Mateo | CA | 02/2024 | Present |
| College Yard Investments (Formerly Known As Pebble Beach, Dst) | Mission Viejo | CA | 02/2024 | Present |
| Nelson Brothers Professional Real Estate Llc Aka Versity Investm | Mission Viejo | CA | 01/2025 | Present |
| Kapouw Credit Services | Santa Ana | CA | 09/2025 | Present |
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/
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-01 |
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