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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-09 |
Branch Locations
9940 Research Drive Suite 200, Irvine, CA 92618 • United States
155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Emerson Equity Llc | San Mateo | CA | 02/2022 | Present |
| Us Navy | Monterey | CA | 01/2021 | 07/2022 |
| Us Navy | San Diego | CA | 06/2016 | 12/2020 |
| Aloha Wealth Partners | Del Mar | CA | 01/2024 | 03/2025 |
| Appreciation Homes | Dallas | CA | 03/2025 | Present |
| Cornerstone Lending Group | Irvine | CA | 01/2026 | Present |
| Net Lease Homes | Irvine | CA | 05/2026 | Present |
1)-APPRECIATION HOMES-INVESTMENT RELATED, 5950 BERKSHIRE LANE, SUITE 360, DALLAS, TX 75225, RAISING CAPITAL FOR REG D PRIVATE PLACEMENT IN SINGLE FAMILY HOMES, WHOLESALER, CONTACTING OTHER BD'S AND THEIR RESPECTIBE REPS, AS WELL AS OTHER RIAS AND THEIR RESPECTIVE IARS TO EDUCATE THEM ABOUT THE PRODUCT AND HELP THEM USE IT TO HELP THEIR CLIENTS. 2) BRAND MODELS AND TALENT AGENCY-NOT INVESTMENT RELATED, 601 NORTH BAKER STEET, SANTA ANA, CA 92703, MODELING, MODEL, MODELING, 0 HRS, 0 HRS DURING SECURITIES TRADING HOURS, 11/2022 3)IRVINE ADVISORS, LLC-INVESTMENT RELATED, 9940 RESEARCH DRIVE, IRVINE, CA 92618, ENTITY THROUGH WHICH AFFILIATE'S SECURITIES RELATED BUSINESS IS MARKETED, EMPLOYEE, ENTITY USED FOR BRANDING/MARKETING PURPOSES ONLY, NO SPECIFIC DAY TO DAY ACTIVITY IN REGARDS TO THE LLC ITSELF., 160 HRS, 6.5 HRS DAILY DURING SECURITIES TRADING HOURS, 02/2023 4) CORNERSTONE LENDING GROUP-INVESTMENT RELATED, 18200 VON KARMEN AVE., #450 IRVINE, CA 92612, LOAN ORGINATION FOR BUSINESS PURPOSE LOANS, LOAN ORIGINATOR, REACHING OUT TO REAL ESTATE INVESTORS AND BROKERS TO FINANCE INVESTMENT REAL ESTATE THROUGH THE ORIGINATION OF BRIDGE LOANS., 240 HOURS MONTHLY, 160 HRS MONTHLY DURING SECURITIES TRADING HOURS, 1/2026 5) NET LEASE HOMES, INC 25% SHAREHOLDER-INVESTMENT RELATED, 9940 RESEARCH DRIVE SUITE 200, IRVINE, CA 92618, REAL ESTATE BROKERAGE, COO, ACTING AS COO, MANAGING OPERATIONS AND BUSINESS DEVELOPMENT, 20 HRS A MONTH, 20 HRS A MONTH DURING SECURITIES TRADING HOURS, 05/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-30 |
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