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Bradley Owen Davidson

Investment Adviser Representative at EMERSON EQUITY LLC

Mission Viejo, CACRD #5142256Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
States Registered
5 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Bradley Owen Davidson has worked in the securities industry since 2018. They are registered to provide investment advisory services in California, Idaho, Oregon, South Carolina, and Washington.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 5 states
CaliforniaIdahoOregonSouth CarolinaWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/21/2023
Series 63
Uniform Securities Agent State Law Examination
Passed 10/1/2018
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 22
Direct Participation Programs Representative Examination
Passed 9/13/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.025
Source

Emerson Equity LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EMERSON EQUITY LLCCurrent
2/2/2024Mission Viejo, CA
SECURE ASSET MANAGEMENT, L.L.C.
2/22/20231/29/2024Ladera Ranch, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

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.

Bradley Owen Davidson - Financial Advisor in Mission Viejo, CA | AdvisorFinder