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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)37 years in industry

TIMOTHY JOHN SHERER

Advisor at EMERSON EQUITY LLC

SAN MATEO, CA | Reno, NV | Los Gatos, CA

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Search this name across graphsid dfx:ria:e6a27587-d8f9-224d-4cf4-b42a47c491b1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 18, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EMERSON EQUITY LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 22, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Sep 22, 1988
First registration: Sep 18, 2002
Dual registered: yes, broker-dealer
Other names: TIM SHERER
IAPD individual key: 833618

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EMERSON EQUITY LLC	Bd affiliated wealth	Apr 15, 2019	n/a	yes	SAN MATEO, CA\|SAN MATEO, CA\|Los Gatos, CA\|Reno, NV	Current employment
SANDLAPPER WEALTH MANAGEMENT, LLC	Former SEC adviser	Jun 23, 2015	Apr 15, 2019	no	SAN JOSE, CA\|GREENVILLE, SC	Previous registration
SCF INVESTMENT ADVISORS, INC.	Former SEC adviser	Feb 3, 2015	Jun 19, 2015	no	FRESNO, CA	Previous registration
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	Former SEC adviser	May 5, 2008	Feb 6, 2015	no	SAN JOSE, CA	Previous registration
BROOKSTREET SECURITIES CORPORATION	n/a	Dec 8, 2004	Jul 3, 2007	no	SAN JOSE, CA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Sep 18, 2002	Jan 3, 2003	no	SAN JOSE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SANDLAPPER WEALTH MANAGEMENT, LLC	EMERSON EQUITY LLC	Apr 15, 2019	Apr 15, 2019	0	Firm change	Other
SCF INVESTMENT ADVISORS, INC.	SANDLAPPER WEALTH MANAGEMENT, LLC	Jun 19, 2015	Jun 23, 2015	4	Firm change	Other
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	SCF INVESTMENT ADVISORS, INC.	Feb 6, 2015	Feb 3, 2015	-3	Firm change	Other
BROOKSTREET SECURITIES CORPORATION	J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	Jul 3, 2007	May 5, 2008	307	Firm change	Other
MSI FINANCIAL SERVICES, INC.	BROOKSTREET SECURITIES CORPORATION	Jan 3, 2003	Dec 8, 2004	705	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
41534:130032:SC:2019-04-15	Apr 15, 2019	Apr 15, 2019	GREENVILLE, SC	Firm change
123608:41534:CA:2015-06-19	Jun 19, 2015	Jun 23, 2015	FRESNO, CA	Firm change
124446:123608:CA:2015-02-06	Feb 6, 2015	Feb 3, 2015	SAN JOSE, CA	Firm change

Relationships

Registered with (6)

→ EMERSON EQUITY LLCRegistered adviserregistration: current employment
Apr 15, 2019 to presentfactForm ADV
→ SANDLAPPER WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 23, 2015 to Apr 15, 2019factForm ADV
→ SCF INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Feb 3, 2015 to Jun 19, 2015factForm ADV
→ J P TURNER & COMPANY CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 5, 2008 to Feb 6, 2015factForm ADV
→ BROOKSTREET SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Dec 8, 2004 to Jul 3, 2007factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 18, 2002 to Jan 3, 2003factForm ADV

Dated events

No dated event names this entity yet.