Audrey Katherine Emerson

Current Employers

Adviceonly

1455 Frazee Rd, Suite 500, San Diego, CA 92108 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2026-02-06
CA	RA	APPROVED	2025-03-28

WA RA
APPROVED

Since 2026-02-06
CA RA
APPROVED

Since 2025-03-28

Branch Locations

Bellingham, WA • United States

1455 Frazee Rd, Suite 500, San Diego, CA 92108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pro Unlimited (Netix)	Los Angeles	CA	07/2019	03/2021
Devlo Media	Pawtucket	RI	09/2018	05/2019
Creative Visions Foundation	Malibu	CA	09/2017	08/2018
Cultivating Wealth	Montauk	NY	04/2021	03/2025
University Of Southern California	Los Angeles	CA	08/2013	05/2017
Imax Corp.	Los Angeles	CA	01/2017	07/2017
Advice Only	San Diego	CA	03/2025	Present

07/2019 → 03/2021

Pro Unlimited (Netix)

Los Angeles, CA
09/2018 → 05/2019

Devlo Media

Pawtucket, RI
09/2017 → 08/2018

Creative Visions Foundation

Malibu, CA
04/2021 → 03/2025

Cultivating Wealth

Montauk, NY
08/2013 → 05/2017

University Of Southern California

Los Angeles, CA
01/2017 → 07/2017

Imax Corp.

Los Angeles, CA
03/2025 → Present

Advice Only

San Diego, CA

Previous Registrations

2022-09-09 → 2025-03-17

Cultivating Wealth

Little Compton, RI

Evanston, IL

Chicago, IL

Bellingham, WA

Montauk, NY

Other Businesses

Audrey Emerson Owner of Emerson Financial Planning LLC, DBA Cents of Joy. Her role is an IAR, this activity amounts to 100% of her time. During trading hours. This activity is investment related, and is located at 2331 Henry St, UPRBellingham Washington98225. This activity began on 02/2025.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-08-03

S65 Uniform Investment Adviser Law Examination

2022-08-03

Designations

View on SEC IAPD