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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-30 |
| CA | RA | APPROVED | 2019-04-15 |
Branch Locations
155 Bovet Road, Suite 725, San Mateo, CA 94402 • US
155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
2 N Santa Cruz Ave. Suite 201, Los Gatos, CA 95030 • United States
335 West 1St Street, Reno, NV 89503 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| The Sherer Group, Llc | San Jose | CA | 12/2002 | Present |
| Emerson Equity Llc | San Mateo | CA | 04/2019 | Present |
| Wsu Pullman, Llc | San Mateo | CA | 08/2023 | 08/2025 |
| Sandlapper Securities Llc | Greenville | SC | 06/2015 | 04/2019 |
| Sandlapper Wealth Management Llc | Greenville | SC | 06/2015 | 04/2019 |
1)-THE SHERER GROUP, LLC; 2 N SANTA CRUZ AVE., STE 201 LOS GATOS, CA 95030; DBA NAME - BUSINESS PLUS LIFE INSURANCE, FIXED ANNUITIES(NON-VARIABLE). I AM THE MANAGING MEMBER AND I HAVE BEEN OPERATING THIS BUSINESS FOR OVER 40 YEARS, BUT INDEPENDENTLY SINCE LEAVING MY PREVIOUS BROKER DEALER (METLIFE SECURITIES) SINCE 12/2002. I SPEND OVER 50 HOURS WEEKLY IN BUSINESS THROUGH THE SHERER GROUP LLC - I DEVOTE LESS THAN 10 HOURS WEEKLY DURING TRADING HOURS; MARKETING SECURITIES RELATED PRODUCTS OFFERING THROUGH EMERSON EQUITY LLC AND NON-SECURITIES BASED PRODUCTS. 2)-ACCESS CAPITAL GROUP LLC - 2N SANTA CRUZ AVE., STE 201, LOS GATOS, CA 95030 - INVESTMENT RELATED - WHOLESALING FOR SELECT SPONSORS - PARTNER - 1 HR MONTHLY - 1 HR DURING SECURITIES TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-22 |
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