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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-10-03 |
Branch Locations
155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
55 Hitchcock Way Suite 212, Santa Barbara, CA 93105 • United States
9940 Research Drive Suite 200, Irvine, CA 92618 • 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 |
|---|---|---|---|---|
| Oak Tree Securities Inc | Livermore | CA | 02/2015 | 09/2019 |
| Emerson Equity Llc | San Mateo | CA | 09/2019 | Present |
1. JAMES MICHAEL WHITSON REAL ESTATE/SANTA BARBARA, CA 93105/PRESIDENT/SINCE 1986/ INVESTMENT RELATED/REAL ESTATE SALES/HOURS PER MONTH VARIES 20 hours per month. ASSIST/SANTA BARBARA, CA 93105
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-10-19 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-01 |
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