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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
| UT | RA | APPROVED | 2025-11-12 |
Branch Locations
155 Bovet Road, Suite 725, San Mateo, CA 94402 • US
155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Salt Lake City, UT • 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 |
|---|---|---|---|---|
| Emerson Equity Llc | San Mateo | CA | 08/2025 | Present |
| Instride Scholarship Foundation | Salt Lake City | UT | 05/2025 | Present |
| Caldwell Sutter Capital | Sausalito | CA | 06/2025 | 08/2025 |
| Dell Technologies | Round Rock | TX | 05/2024 | 08/2024 |
| University Of Utah | Salt Lake City | UT | 08/2023 | Present |
| Lawn Dawgs Landscaping | Bedford | NH | 05/2022 | 07/2023 |
| Hanover Street Chophouse | Manchester | NH | 01/2023 | 05/2023 |
| Pizza Bella | Bedford | NH | 03/2022 | 06/2022 |
| Homestead Restaurant And Tavern | Merrimack | NH | 04/2021 | 04/2022 |
| Dunkin Donuts | Bedford | NH | 11/2020 | 04/2021 |
| Market Basket | Bedford | NH | 06/2020 | 10/2020 |
| Bedford High School | Bedford | NH | 08/2019 | 06/2023 |
| Ross A. Lurgio Middle School | Bedford | NH | 08/2017 | 06/2019 |
| Mckelvie Intermediate School | Bedford | NH | 08/2015 | 06/2017 |
| Oceanic Partners | Sausalito | CA | 09/2025 | Present |
1) INSTRIDE SCHOLARSHIP FOUNDATION-NOT INVESTMENT RELATED, 226 W 600 N. APT 2, SALT LAKE CITY, UT 84103, SCHOLARSHIP FUND/CHARITY 501(C)(3), DIRECTOR OF GROWTH-VOLUNTEER, SETTING UP BOOTHS, RAISING AWARENESS, SEEKING POTENTIAL DONORS. MANAGING BUDGET AND PROVIDING NEW SCHOLARSHIPS TO HIGH SCHOOL STUDENTS., ROUGHLY 15 HRS MONTH, LESS THAN 5 HRS DURING SECURITY TRADING HOURS, 04/2025 2) OCEANIC PARTNERS-INVESTMENT RELATED, 3030 BRIDGEWAY SUITE 330 SAUSALITO, CA 94965, VENTURE CAPITAL AND MARKET LIQUIDITY SOLUTIONS. ACTS AS A PRINCIPAL AND INTERMEDIARY, IN BOTH THE PRIMARY AND SECONDARY MARKETS., SALES ASSOCIATE, RESPONSIBLE FOR PRIVATE MARKET LIQUIDITY SOLUTIONS, ACTING AS INTERMEDIARY BETWEEN BUYERS AND SELLERS OF PRIVATE STOCK, WILL SCAN FOR KEY PLAYERS IN THE MARKET, EXPANDING FIRMS NETWORK., 80 HRS PER MONTH, 6.5 HRS DAILY DURING SECURITIES TRADING HOURS, 09/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-10 |
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