Forrest James

Current Employers

Employment History

• 11/2013 → Present
  Emerson Equity Llc
  San Mateo, CA
• 02/2007 → Present
  Blue Shield Health Insurance
  Aliso Viejo, CA

Previous Registrations

• 2001-04-24 → 2013-12-11
  Mapleton Capital Management, Llc
  Aliso Viejo, CA
  North Hills, CA
• 2001-04-23 → 2013-12-11
  Ocean Park Capital Management, Llc
  Aliso Viejo, CA
  North Hills, CA
• 2001-04-24 → 2005-12-31
  Mapleton Capital Management, Llc
  Los Angeles, CA

Other Businesses

1) BLUE SHIELD HEALTH INSURANCE; IS OTHER BUSINESS INVESTMENT RELATED: YES; ADDRESS OF OTHER BUSINESS: 61 SANTA BARBARA DRIVE, ALISO VIEJO, CALIFORNIA 92656; NATURE OF OTHER BUSINESS: AGENT FOR BLUE SHIELD; START DATE: 02/07; APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO OTHER BUSINESS: ZERO; NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: ZERO; DUTIES RELATED TO OTHER BUSINESS: SELLING INSURANCE (NOT SEEKING BUSINESS AT THIS TIME). 2) DANA NORTH LLC-INVESTMENT RELATED, 34192-34196 PACIFIC COAST HWY, DANA POINT, CA 92629, DEVELOPING A CONDO PROJECT, MEMBER OF LLC, INVESTORS IN A CONDO DEVELOPMENT PROJECT., 5-10 HRS PER MONTH, 5-10HRS PER MONTH DURING SECURITIES TRADING HOURS, 10/2025 NAME OF OTHER BUSINESS: LIFE INSURANCE; IS OTHER BUSINESS INVESTMENT RELATED: YES; ADDRESS OF OTHER BUSINESS: 61 SANTA BARBARA DRIVE, ALISO VIEJO, CALIFORNIA 92656; NATURE OF OTHER BUSINESS: POTENTIALLY SELLING LIFE INSURANCE AND/OR FIXED ANNUITIES; START DATE: 05/2003; APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO OTHER BUSINESS: 10 HOURS; NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 10 HOURS; DUTIES RELATED TO OTHER BUSINESS: SELLING LIFE INSURANCE AND FIXED ANNUITIES. NAME OF OTHER BUSINESS: REAL ESTATE LICENSE; IS OTHER BUSINESS INVESTMENT RELATED: YES; ADDRESS OF OTHER BUSINESS: 61 SANTA BARBARA DRIVE, ALISO VIEJO, CALIFORNIA 92656; NATURE OF OTHER BUSINESS: POTENTIALLY SELLING REAL ESTATE AS AN AGENT; START DATE: 12/2009; APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO OTHER BUSINESS: 2 HOURS; NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 2 HOURS; DUTIES RELATED TO OTHER BUSINESS: ACTING AS A REAL ESTATE AGENT BETWEEN BUYER AND SELLER. NAME OF OTHER BUSINESS: IRVINE ADVISORS, LLC; IS OTHER BUSINESS INVESTMENT RELATED: YES; ADDRESS OF OTHER BUSINESS: 9940 RESEARCH DRIVE, IRVINE CA 92618; NATURE OF OTHER BUSINESS: ENTITY THROUGH WHICH AFFILIATE'S SECURITIES RELATED BUSINESS IS MARKETED; POSITION/TITLE: LLC MEMBER; START DATE: 01/2015; APPROXIMATE NUMBER OF HOURS DEVOTED TO OTHER BUSINESS PER MONTH: 160 HOURS; NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 7.50; ENTITY USED FOR BRANDING/MARKETING PURPOSES ONLY, NO SPECIFIC DAY TO DAY ACTIVITY IN REGARDS TO THE LLC ITSELF.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-10-28
• S65 Uniform Investment Adviser Law Examination
  2001-01-06

Other Names

• Forrest Wojdan
• Forrest James Wojdan