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.
Commissioned seller on Buckingham, Element, Grant Street, Molly Barr. DealData also lists Sun Belt Multifamily Portfolio DST. Form D associated BD: Emerson Equity (CRD 130032).
Not still at Emerson. BD registration there 11 May 2016–9 Mar 2022 (LinkedIn: VP wealth management, San Mateo; IA branch Palm Desert). IAPD: Liberty Wealth Management, LLC (CRD 286001) since 18 Mar 2022. U4 also lists AE Financial Services (Topeka) and Lifetime Planning Marketing (Oakland, insurance). Earlier: TD Ameritrade / Amerivest.
BrokerCheck as of 20 Aug 2026: 1 customer dispute, settled. Wells Fargo / Citicorp / Morgan Stanley-era, $25,000 on 13 Aug 2015, $0 individual contribution. Firm statement: settled to avoid further arbitration expense. Not a Versity/Crew / Nelson item.
No news tying him to the 2025–26 Emerson real-estate-security wave. Quiet after leaving.