Bradley Owen Davidson
Investment Adviser Representative at Emerson Equity LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bradley Owen Davidson is an investment adviser representative with Emerson Equity LLC in Mission Viejo, CA, where they have been registered since 2024. They have worked in the securities industry since 2018 and were previously registered with Secure Asset Management, L.L.C. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 22 (direct participation programs). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
5 states and territories
California, Idaho, Oregon, South Carolina, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pacific WEST Certified Development CompanyJun 2012 – Aug 2018Laguna Hills, CA
- Emerson Equity LLCAug 2018 – Jun 2022San Mateo, CA
- Versity Investments, LLCSep 2018 – Dec 2022Aliso Viejo, CA
- WealthForge Securities LLCJun 2022 – Dec 2022Richmond, VA
- Aurora SecuritiesJan 2023 – Jan 2024Ladera Ranch, CA
- Real Estate Transition SolutionsDec 2022 – Jan 2024Ladera Ranch, CA
- Secure Asset Management, LLCJan 2023 – Jan 2024Ladera Ranch, CA
- Emerson Equity LLCFeb 2024 – no end date reportedSan Mateo, CA
- College Yard Investments (Formerly known as Pebble Beach, DST)Feb 2024 – no end date reportedMission Viejo, CA
- Nelson Brothers Professional Real Estate LLC aka Versity InvestmJan 2025 – no end date reportedMission Viejo, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Emerson Equity LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.025
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment advisory, traditional brokerage, annuities and life insurance, private placements, secondary transactions, alternative investments and other private placements, and inception-to-closing private placement platform (managing broker dealer services) for sponsor companies.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 98
- Offices listed on AdvisorFinder:
- 10
- Main office:
- San Mateo, CA
- Founded:
- 2003
- SEC file number:
- 801-120835
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 10, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bradley Owen Davidson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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