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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-13 |
Branch Locations
Park Ridge, NJ • United States
9940 Research Drive Suite 200, Irvine, CA 92618 • United States
155 Bovet Road, Suite 725, San Mateo, CA 94402 • 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 |
|---|---|---|---|---|
| Investment Advisors Asset Management, Llc | West Long Branch | NJ | 07/2007 | 12/2019 |
| Henry J. O' Brien Public Accountnat | Haworth | NJ | 01/1968 | Present |
| Benchmark Advisory Services Llc | Park Ridge | NJ | 05/2020 | 01/2022 |
| Kingswood Wealth Advisors Llc | Park Ridge | NJ | 01/2022 | 11/2025 |
| Kingswood Capital Partners, Llc | New York | NY | 05/2023 | 11/2025 |
| Emerson Equity Llc | San Mateo | CA | 11/2025 | Present |
1) HENRY J. O'BRIEN PUBLIC ACCOUNTANT-NOT INVESTMENT RELATED, 44 RIDGE AVE., PARK RIDGE, NJ 07650, ACCOUNTING, TAX PREP, SOLE PROPRIETOR, TAX PREP, ACCOUNTING, OWNER, SUPERVISOR, 172 HRS MONTHLY, 130 HR MONTHLY DURING SECURITIES TRADING HOURS, 01/1968 2) GRANDPA ATTIC & JUNIOR BASEMENT LLC-NOT INVESTMENT RELATED, 44 RIDGE AVE., PARK RIDGE, NJ 07650, E-BAY SALES-COLLECTIBLES, TRAINS, CLOCKS, ETC., OWNER-SINGLE MEMBER LLC , I BUY AND SELL COLLECTIBLE ITEMS, 10 HRS MONTHLY, 0 HOURS DURING SECURITIES TRADING HOURS, 1/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-08-21 |
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