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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-05-08 |
Branch Locations
155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
9940 Research Drive Suite 200, Irvine, CA 92618 • United States
Torrance, CA • 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 |
|---|---|---|---|---|
| Jk Trans Group | Cerritos | CA | 05/2017 | 05/2018 |
| Huicai Private School | Beijing | 02/2016 | 01/2017 | |
| Unemployed | Beijing | 02/2017 | 04/2017 | |
| Independent Financial Group, Llc | Diamond Bar | CA | 06/2018 | 05/2019 |
| Emerson Equity Llc | San Mateo | CA | 05/2019 | Present |
| Pinnacle Real Estate Group | Temple City | CA | 07/2021 | Present |
1) PINNACLE REAL ESTATE GROUP- INVESTMENT RELATED-9139 LAS TUNAS DRIVE, TEMPLE CITY, CA 91780-REAL ESTATE AGENT, BUY AND/OR SELL RESIDENTIAL PROPERTY-1-2 HOURS A DAY DURING SECURITIES TRADING HOURS, 07/2021 2)-WONDER GUARD INSURANCE AND FINANCE AGENCY-INVESTMENT RELATED, 9042 E LAST TUNAS DR., TEMPLE CITY, CA 91780, LIFE INSURANCE AGENCY-FIXED INDEX LIFE INSURANCE AND ANNUITY, SECRETARY OF THE INSURANCE AGENCY, SELL FIXED INDEX LIFE INSURANCE, 120 HOURS MONTHLY, 20 HOURS MONTHLY DURING SECURITIES TRADING HOURS, 11/2023. 3)-GRANT PROSPECTS FINANCIAL AND INSURANCE-INVESTMENT RELATED, 18631 GALE AVE., CITY OF INDUSTRY, CA 91748, LIFE INSURANCE AGENCY-FIXED INDEX LIFE INSURANCE AND ANNUITY, LIFE INSURANCE AGENT, SELL FIXED INDEX LIFE INSURANCE, 40 HRS MONTHLY, 2 HR DAILY, 09/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-17 |
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