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Current Employers
Emerson Equity Llc

155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-12
UT RA APPROVED 2025-11-12
  • CA RA
    APPROVED
    Since 2025-11-12
  • UT RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2025 → Present
    San Mateo, CA
  • 05/2025 → Present
    Instride Scholarship Foundation
    Salt Lake City, UT
  • 06/2025 → 08/2025
    Caldwell Sutter Capital
    Sausalito, CA
  • 05/2024 → 08/2024
    Dell Technologies
    Round Rock, TX
  • 08/2023 → Present
    University Of Utah
    Salt Lake City, UT
  • 05/2022 → 07/2023
    Lawn Dawgs Landscaping
    Bedford, NH
  • 01/2023 → 05/2023
    Hanover Street Chophouse
    Manchester, NH
  • 03/2022 → 06/2022
    Pizza Bella
    Bedford, NH
  • 04/2021 → 04/2022
    Homestead Restaurant And Tavern
    Merrimack, NH
  • 11/2020 → 04/2021
    Dunkin Donuts
    Bedford, NH
  • 06/2020 → 10/2020
    Market Basket
    Bedford, NH
  • 08/2019 → 06/2023
    Bedford High School
    Bedford, NH
  • 08/2017 → 06/2019
    Ross A. Lurgio Middle School
    Bedford, NH
  • 08/2015 → 06/2017
    Mckelvie Intermediate School
    Bedford, NH
  • 09/2025 → Present
    Oceanic Partners
    Sausalito, CA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-10
  • S66 Uniform Combined State Law Examination
    2025-11-10

View on SEC IAPD

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