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655 Deep Valley Dr. Suite 125B, Rolling Hills Estates, CA 90274 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-11 |
Branch Locations
22713 Ventura Blvd, Woodland Hills, CA 91364 • United States
655 Deep Valley Dr. Suite 125B, Rolling Hills Estates, CA 90274 • 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 |
|---|---|---|---|---|
| Sandlapper Securities, Llc | Greenville | SC | 11/2013 | 08/2019 |
| Sandlapper Wealth Management, Llc | Greenville | SC | 06/2013 | 09/2019 |
| Emerson Equity Llc | San Mateo | CA | 09/2019 | Present |
| Southern California Wealth Management Associates | Woodland Hills | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-05-03 |
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