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Advisor at EMERSON EQUITY LLC
SAN MATEO, CA | San Francisco, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EMERSON EQUITY LLC | Bd affiliated wealth | Oct 26, 2025 | n/a | yes | San Francisco, CA|SAN MATEO, CA | Current employment |
| DBA ANGEL ROCK ADVISORS AND ANGEL ROCK FIDUCIARY PARTNERS | n/a | Mar 30, 2016 | Dec 20, 2023 | no | TIBURON, CA | Previous registration |
| THREE BELL CAPITAL LLC | Mixed wealth | Oct 30, 2013 | Nov 12, 2015 | no | DALLAS, TX | Previous registration |
| CIBC PRIVATE WEALTH ADVISORS, INC. | Bd affiliated wealth | Apr 29, 2003 | Jan 30, 2007 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DBA ANGEL ROCK ADVISORS AND ANGEL ROCK FIDUCIARY PARTNERS | EMERSON EQUITY LLC | Dec 20, 2023 | Oct 26, 2025 | 676 | Firm change after gap | Other |
| THREE BELL CAPITAL LLC | DBA ANGEL ROCK ADVISORS AND ANGEL ROCK FIDUCIARY PARTNERS | Nov 12, 2015 | Mar 30, 2016 | 139 | Firm change | Other |
| CIBC PRIVATE WEALTH ADVISORS, INC. | THREE BELL CAPITAL LLC | Jan 30, 2007 | Oct 30, 2013 | 2,465 | Firm change after gap | Other |