Emerson Equity LLC · CRD 6482848
Adam Ross Shipley
Emerson Equity LLC, CRD 6482848. Commissioned seller on Vintage. BrokerCheck has disclosure events.
People
People
People named in the filings and selling groups.
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Role
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Msc - BD, LLC · CRD 1305518
Alfred Dinicola Jr.
Msc - BD, LLC, CRD 1305518. Commissioned seller on Astoria. BrokerCheck has disclosure events.
Iorio Law PLLC · FINRA-investor counsel
August Iorio
FINRA-investor counsel. Told The Real Deal (11 Mar 2026) he represents 50+ retail investors / ~$30M in broker-dealer arbitration.
Realta Equities, Inc. · CRD 5120428
Benjamin Isaac Carmona
Realta Equities, Inc., CRD 5120428. Commissioned seller on Astoria. BrokerCheck has disclosure events.
Crew / Versity Invest 50% · Book & Ladder 1/3 · UCLA Law J.D. (~2005)
Blake Wettengel
Crew / Versity Invest 50%. KHCA defendant on live contract and alter-ego claims. Personal guaranties on the five Crew DSTs.
Realta Equities, Inc. · CRD 2317710
Bobby Kyle Cowand
Realta Equities, Inc., CRD 2317710. Commissioned seller on The Nine. BrokerCheck has disclosure events.
Emerson Equity LLC · CRD 5142256
Bradley Owen Davidson
Emerson Equity LLC, CRD 5142256. Commissioned seller on Astoria, Campus Walk. BrokerCheck has disclosure events.
Crew CFO (2023–2025) · CPA
Bret Sunder Wilkins
Versity Invest / Crew CFO after Welker. Controller from October 2022, CFO from May 2023. Also listed on Sunstone Development’s site.
Legacy Wealth Management LLC · CRD 7115486
Brian Crane
Legacy Wealth Management LLC. Commissioned seller on Wolf Run. CRD 7115486.
Versity Investments 65% · Book & Ladder 1/3 · Emerson VP
Brian Jensen Nelson
Versity Investments 65%. Emerson Equity vice president, CRD 5065593, since December 2013. Not a disclosed owner of the broker-dealer.
Emerson Equity LLC · CRD 1527269
Bruce Robert Beetz
Emerson Equity LLC, CRD 1527269. Commissioned seller on Inspire on 22nd, Element, Grant Street, Molly Barr. BrokerCheck has disclosure events.
Emerson Equity LLC · CRD 4744887
Cecilia Yaw-Chyun Ho
Emerson Equity LLC. Commissioned seller on Molly Barr. CRD 4744887.
Kay Properties president · FNEX · CRD 6275140
Chay Lapin
Kay Properties president. FNEX Capital CRD 6275140. Commissioned seller on AW Newport and The Nine. Sold NP Skyloft as well as this book.
Dai Securities, LLC · CRD 4866971
Christina Suzanne Nielson
Dai Securities, LLC. Commissioned seller on Element. CRD 4866971.
Emerson Equity LLC · CRD 4044818
Christopher Thomas Miller
Emerson Equity LLC, CRD 4044818. Commissioned seller on Astoria, Element, Vintage, Wolf Run. BrokerCheck has disclosure events.
Mcdermott Investment Services, LLC · CRD 4234748
Corbin Scott Thomas
Mcdermott Investment Services, LLC, CRD 4234748. Commissioned seller on Grant Street, Molly Barr, The Plaza, Tuscany Place. BrokerCheck has disclosure events.
Realta Equities, Inc. · CRD 5779187
Dan Holzer
Realta Equities, Inc., CRD 5779187. Commissioned seller on CP Cincy, Element. BrokerCheck has disclosure events.
Emerson Equity LLC · CRD 5255413
Darrach Michael Bourke
Emerson Equity LLC, CRD 5255413. Commissioned seller on Element. BrokerCheck has disclosure events.
Link Alts Capital, LLC · CRD 4716755
Darren Gilbert Whissen
Link Alts Capital, LLC. Commissioned seller on Vintage. CRD 4716755.
Cornerstone SVP · WealthForge · CRD 6591398
David Andrew Kangas
Cornerstone SVP. WealthForge CRD 6591398. Commissioned seller on Element and Grant Street. Four pending DST / notes customer disputes. Co-author with John Harvey.
Clark Wealth Strategies, Inc. · CRD 283604
David Clark
Clark Wealth Strategies, Inc. Commissioned seller on Vintage. CRD 283604.
Equilend · CRD 5206089
David Dahill
Equilend. Commissioned seller on Molly Barr. CRD 5206089.
Realized Financial, Inc. · CRD 6581024
David P Dahill
Realized Financial, Inc., CRD 6581024. Commissioned seller on Element, Grant Street. BrokerCheck has disclosure events.
Ex-Emerson · Liberty WM · CRD 4297439
David Sean Gillimore
Emerson 2016–22 (Palm Desert / San Mateo). Now Liberty Wealth Management. CRD 4297439. Commissioned seller on Buckingham, Element, Grant Street, Molly Barr. One old Wells Fargo settlement, not this book.
Stonecrest Capital Markets, Inc. · CRD 4969850
Deborah Ann Stackpole
Stonecrest Capital Markets, Inc., CRD 4969850. Commissioned seller on Vintage. BrokerCheck has disclosure events.
Emerson Equity · Form BD owner 75%+ · CRD 3082081
Dominic Julio Baldini
Founder, CEO, CCO, and sole disclosed 5%+ owner of Emerson Equity LLC. Form BD 75%+. CRD 3082081.
Realized Financial, Inc. · CRD 6646813
Drew W Reynolds
Realized Financial, Inc. Commissioned seller on Grant Street. CRD 6646813.
Capulent · 1031 Crowdfunding · CRD 2956661
Edward Eric Fernandez
Capulent LLC, CRD 2956661. Commissioned seller on eight DSTs from Element through Vintage. Eighteen pending Versity/Crew / Nelson customer disputes. Also owns 1031 Crowdfunding.
UBS · Molly Barr only · CRD 6260652
Edward Fernandez
UBS Financial Services, Weehawken NJ. Commissioned seller on Molly Barr only. CRD 6260652. Not the Capulent Edward Fernandez.
Stonecrest Capital Markets, Inc. · CRD 4970038
Edward Pius Kasperavich
Stonecrest Capital Markets, Inc., CRD 4970038. Commissioned seller on Vintage. BrokerCheck has disclosure events.
WealthForge Securities, LLC · CRD 2122446
Elizabeth Learned Friant
WealthForge Securities, LLC, CRD 2122446. Commissioned seller on The Nine. BrokerCheck has disclosure events.
Emerson Equity LLC · CRD 7015161
Eric James Bell
Emerson Equity LLC, CRD 7015161. Commissioned seller on Vintage, Wolf Run. BrokerCheck has disclosure events.
Versity Invest initial CIO
Frank J. Muhlon
Initial CIO of Versity Invest. Officer since March 2022. Form 1-A bio and 2022 compensation. Later Crew Campus / Oso Verde.
Concorde Investment Services, LLC · CRD 6935623
Frank Piscitelli
Concorde Investment Services, LLC. Commissioned seller on The Nine. CRD 6935623.
Emerson Equity LLC · CRD 2560740
Frederick Charles Whitford
Emerson Equity LLC, CRD 2560740. Commissioned seller on The Plaza. BrokerCheck has disclosure events.
JRL Capital Corporation · CRD 327566
George Badger McGehee
JRL Capital Corporation, CRD 327566. Commissioned seller on Grant Street. BrokerCheck has disclosure events.
Innovation Partners LLC · CRD 2209607
George Martin Hjorth
Innovation Partners LLC. Commissioned seller on Inspire on 22nd. CRD 2209607.
Port Securities, Inc. · CRD 1174984
Gerard Peter Hayden
Port Securities, Inc. Commissioned seller on Element, Molly Barr. CRD 1174984.
Mcdermott Investment Services, LLC · CRD 4426550
Gordon T. Orsborn
Mcdermott Investment Services, LLC, CRD 4426550. Commissioned seller on Grant Street. BrokerCheck has disclosure events.
Preferred Capital · ex-Emerson · CRD 4754189
Ian McElreath
Emerson 2021–23 (Tampa). Now Preferred Capital, Atlanta. CRD 4754189. Commissioned seller on Vintage. Three pending real-estate-security disputes, one shared docket with Culwell.
Forum organizers · not counsel
Investor organizers
Brett Henricks opened the BiggerPockets thread. Steve Cameron is the primary 4th & J voice. Johan Sigmundson mapped the New York docket.
Whitehall-Parker Securities, Inc. · CRD 2846228
James Marten Lamont
Whitehall-Parker Securities, Inc., CRD 2846228. Commissioned seller on Element, Molly Barr. BrokerCheck has disclosure events.
Emerson Equity LLC · CRD 1353438
James Michael Whitson
Emerson Equity LLC, CRD 1353438. Commissioned seller on Molly Barr. BrokerCheck has disclosure events.
Crew CCMO · Emerson on Astoria · PREP NSM
Jason Douglas Kjellson
Crew chief capital markets officer 2017–2025. Emerson Equity recipient on the Astoria Form D. CRD 3009986. PREP Securities national sales manager since Aug 2025.
Kay Properties EVP · FNEX · CRD 6081963
Jason Salmon
Kay Properties EVP. FNEX Capital CRD 6081963. Commissioned seller on AW Newport. $1.5 million WealthForge settlement. Claimant's counsel named Nelson/Buckingham DSTs in a later case.
Emerson Equity LLC · CRD 1983392
Jeffrey Donald Noard
Emerson Equity LLC, CRD 1983392. Commissioned seller on Vintage. BrokerCheck has disclosure events.
Versity Invest initial CFO · CPA
Jennifer Welker
Initial CFO of Versity Invest in the April 2022 operating agreement. Named in a KHCA bankruptcy-exhibit affidavit. Later Shopoff Realty CFO.
Ibn Financial Services, Inc. · CRD 2608305
John Daniel Flavin
Ibn Financial Services, Inc. Commissioned seller on Vintage. CRD 2608305.
Emerson Equity LLC · CRD 4748518
John Kevin Barrett
Emerson Equity LLC, CRD 4748518. Commissioned seller on CP Cincy, Element, Grant Street. BrokerCheck has disclosure events.
Investment Security Corporation · CRD 1951436
John Marvin Butler
Investment Security Corporation, CRD 1951436. Commissioned seller on Grant Street. BrokerCheck has disclosure events.
Cornerstone founder · WealthForge · CRD 4227692
John Paul Harvey Jr.
Founder of Cornerstone Real Estate Investment Services. WealthForge CRD 4227692. Voice on the May 2025 Nelson webinar. Co-author of a DST investing book with David Kangas.
Emerson Equity LLC · CRD 2379751
John Paul Ledesma
Emerson Equity LLC, CRD 2379751. Commissioned seller on Vintage. BrokerCheck has disclosure events.
Clark Wealth Strategies, Inc. · CRD 7419287
Joseph Edward Vesey
Clark Wealth Strategies, Inc., CRD 7419287. Commissioned seller on Vintage. BrokerCheck has disclosure events.
Emerson Equity LLC · CRD 5825638
Joshua David Chapin
Emerson Equity LLC, CRD 5825638. Commissioned seller on Element, Vintage. BrokerCheck has disclosure events.
Westpark Capital, Inc. · CRD 718618
Kim Ray Kunz
Westpark Capital, Inc., CRD 718618. Commissioned seller on Vintage. BrokerCheck has disclosure events.
Emerson Equity LLC · CRD 6470382
Kimberly Jo Hart
Emerson Equity LLC, CRD 6470382. Commissioned seller on Campus Walk, Grant Street, Molly Barr. BrokerCheck has disclosure events.
Atlas Clearing, Inc. · CRD 873403
Les Vincent Anderton
Atlas Clearing, Inc., CRD 873403. Commissioned seller on Wolf Run. BrokerCheck has disclosure events.
WealthForge Securities, LLC · CRD 1735372
Leslie Margaret Pappas
WealthForge Securities, LLC, CRD 1735372. Commissioned seller on Element, Grant Street, Molly Barr, The Nine. BrokerCheck has disclosure events.
FBI, Orange RA · CalBar
Linda Ann Kline
FBI, Orange RA. California Bar
Delaware investor counsel
Madelyn S. Shulman
Delaware investor counsel. On the BiggerPockets thread she recommended rejecting Capital Square unless the new sponsor is not bound to KHCA.
Emerson Equity LLC · CRD 2768544
Marilee Ann Hill
Emerson Equity LLC, CRD 2768544. Commissioned seller on Astoria, Grant Street, The Plaza, Vintage. BrokerCheck has disclosure events.
Metric Financial, LLC · CRD 6617847
Mark C Creason
Metric Financial, LLC, CRD 6617847. Commissioned seller on Vintage. BrokerCheck has disclosure events.
Copley Alternative Investments Inc. · CRD 6247665
Matthew David Copley
Copley Alternative Investments Inc., CRD 6247665. Commissioned seller on The Nine. BrokerCheck has disclosure events.
LPl Financial LLC · CRD 2652113
Michael Charles O'Meara
LPl Financial LLC, CRD 2652113. Commissioned seller on Element, Grant Street. BrokerCheck has disclosure events.
Emerson DD / Irvine Advisors · CRD 5989109
Michael Gregory Culwell
Emerson Equity Irvine. CRD 5989109. Firm bio: due-diligence team and supervising principal. Commissioned seller on Astoria, Element, Grant Street, Tuscany Place. Two DST/DPP settlements.
Quincy Wells Capital, LLC · CRD 435071
Michael Gregory Steinthal
Quincy Wells Capital, LLC, CRD 435071. Commissioned seller on Astoria. BrokerCheck has disclosure events.
Emerson Equity LLC · CRD 7314050
Michael James Ghirardo
Emerson Equity LLC. Commissioned seller on Vintage. CRD 7314050.
Courtlandt Securities Corporation · CRD 2130750
Michael Lawrence Cruz
Courtlandt Securities Corporation, CRD 2130750. Commissioned seller on Element, Grant Street, Molly Barr. BrokerCheck has disclosure events.
Willow Cove Investment Group, Inc. · CRD 1230622
Michael Raymond Frager
Willow Cove Investment Group, Inc., CRD 1230622. Commissioned seller on Astoria, Vintage. BrokerCheck has disclosure events.
Arkadios Capital · CRD 4871851
Mingqi Jennifer Li
Arkadios Capital, CRD 4871851. Commissioned seller on Inspire on 22nd. BrokerCheck has disclosure events.
Brother · Nelson Partners Student Housing · not these DSTs
Patrick Nelson
Brother. Nelson Partners student housing. Different company from 4th & J and Vintage.
Emerson Equity LLC · CRD 1654953
Patrick Terrence Shea
Emerson Equity LLC. Commissioned seller on Grant Street. CRD 1654953.
Fidelity Brokerage Services LLC · CRD 4254934
Patty Franklin
Fidelity Brokerage Services LLC, CRD 4254934. Commissioned seller on Molly Barr. BrokerCheck has disclosure events.
Rcx Capital Group, LLC · CRD 4642565
Paul Angelo Manese
Rcx Capital Group, LLC, CRD 4642565. Commissioned seller on Element. BrokerCheck has disclosure events.
Quincy Wells Capital, LLC · CRD 6787497
Peter Chernin
Quincy Wells Capital, LLC, CRD 6787497. Commissioned seller on Grant Street. BrokerCheck has disclosure events.
WealthForge Securities, LLC · CRD 6982848
Peter James Roberts
WealthForge Securities, LLC, CRD 6982848. Commissioned seller on Astoria. BrokerCheck has disclosure events.
Ibn Financial Services, Inc. · CRD 1522531
Peter Joseph Kalmus
Ibn Financial Services, Inc., CRD 1522531. Commissioned seller on Vintage. BrokerCheck has disclosure events.
Emerson Equity LLC · CRD 5177024
Rachel Barbara Jackson
Emerson Equity LLC. Commissioned seller on Element. CRD 5177024.
Emerson Equity LLC · CRD 5105262
Robert Howard Zink
Emerson Equity LLC, CRD 5105262. Commissioned seller on 4th & J, Vintage. BrokerCheck has disclosure events.
Emerson Equity LLC · CRD 7407288
Robert James Palu
Emerson Equity LLC. Commissioned seller on Vintage. CRD 7407288.
Quincy Wells Capital, LLC · CRD 5007422
Robert Lee Boggess
Quincy Wells Capital, LLC, CRD 5007422. Commissioned seller on 4th & J, Inspire on 22nd, CP Cincy, Element, The Nine, Vintage. BrokerCheck has disclosure events.
Cabot Lodge Securities LLC · CRD 2339324
Robert Russel Tweed
Cabot Lodge Securities LLC, CRD 2339324. Commissioned seller on Element, Grant Street, Molly Barr. BrokerCheck has disclosure events.
Aurora Securities · CRD 1905652
Roger William Bowlin
Aurora Securities, CRD 1905652. Commissioned seller on Vintage. BrokerCheck has disclosure events.
Waterfall Holdings · TIC/DST syndicator since 2004
Russell Geyser
Waterfall Holdings. TIC/DST syndicator since 2004. Named as Brian Nelson’s “deep pockets” partner on a nine-property student-housing bag.
Emerson Equity LLC · CRD 6379871
Ryan David Finch
Emerson Equity LLC, CRD 6379871. Commissioned seller on Vintage, Wolf Run. BrokerCheck has disclosure events.
Emerson Equity · CRD 5952617
Ryan Jonathan Sherer
Emerson Equity. On 4th & J, Vintage, and Wolf Run Form Ds. CRD 5952617. Seven customer disputes and four outstanding tax liens as of 24 Aug 2026.
Cabin Securities, Inc. · CRD 4884717
Sam Bhushan
Cabin Securities, Inc., CRD 4884717. Commissioned seller on Astoria, Vintage. BrokerCheck has disclosure events.
Safe Harbor Asset Management, Inc. · CRD 1015132
Stephen Kent Davis
Safe Harbor Asset Management, Inc. Commissioned seller on Vintage. CRD 1015132.
Lighthouse Capital Group, LLC · CRD 5290062
Stephen R Holt
Lighthouse Capital Group, LLC. Commissioned seller on Molly Barr. CRD 5290062.
Great Point Capital LLC · CRD 6965001
Steven Sims
Great Point Capital LLC. Commissioned seller on Vintage. CRD 6965001.
Quincy Wells Capital, LLC · CRD 5580509
Susan Jane Gitt
Quincy Wells Capital, LLC. Commissioned seller on Element, Molly Barr, The Plaza. CRD 5580509.
Crew 50% · Book & Ladder 1/3 · COO
Tanya Muro
Crew 50%, COO. Named with Wettengel in KHCA and the Orange County clawbacks.
Emerson Equity LLC · CRD 2786145
Thomas Gary Justice
Emerson Equity LLC, CRD 2786145. Commissioned seller on Grant Street. BrokerCheck has disclosure events.
Emerson Equity · CRD 833618
Timothy J. Sherer
Emerson Equity registered rep since April 2019. On both the 4th & J and Vintage Form Ds. Nine pending Real Estate Security customer disputes as of 19 Aug 2026.
Mcdermott Investment Services, LLC · CRD 4691720
Troy Thomas
Mcdermott Investment Services, LLC, CRD 4691720. Commissioned seller on Grant Street, The Plaza. BrokerCheck has disclosure events.
Primex · CRD 2168943
William Fitzgerald White
Primex, CRD 2168943. Commissioned seller on Tuscany Place. BrokerCheck has disclosure events.
Emerson Equity LLC · CRD 244465
William Hoop
Emerson Equity LLC. Commissioned seller on Molly Barr. CRD 244465.
Emerson Equity LLC · CRD 5674690
Zack Steven Brough
Emerson Equity LLC. Commissioned seller on Element. CRD 5674690.