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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-07 |
Branch Locations
9250 E Costilla Avenue Suite 105, Greenwood Village, CO 80112 • United States
155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
9940 Research Drive Suite 200, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tangible Wealth Solutions | Greenwood Village | CO | 01/2023 | Present |
| Pine And Peak Capital | Littleton | CO | 08/2022 | 12/2022 |
| Accruit, Llc | Denver | CO | 06/2021 | 08/2022 |
| Accruit Llc | Denver | CO | 07/2020 | 06/2021 |
| Accruit Llc | Denver | CO | 08/2019 | 07/2020 |
| Sigep National Housing Llc | Richmond | VA | 05/2017 | 05/2019 |
| Sigma Phi Episilon National Fraternity | Richmond | VA | 06/2016 | 05/2017 |
| Emerson Equity Llc | San Mateo | CA | 02/2024 | Present |
1)- TANGIBLE WEALTH SOLUTIONS-INVESTMENT RELATED, 9250 E. COSTILLA AVE., STE 1-5 GRENWOOD VILLAGE, CO 80112, DBA THROUGH WHICH SECURITIES ARE OFFERED THROUGH EMERSON EQUITY LLC, FINANCIAL PROFESSIONAL-1031 EXCHANGE SPECIALIST, I WILL BE WORKING WITH CLIENTS TO INVEST IN SECURITIES OFFERED THROUGH EMERSON EQUITY LLC, 40 HRS, PER MNTH, 40 HRS PER MNTH DURING SECURITIES TRADING HOURS, 01/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-07 |
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