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Current Employers
Allmerits Asset, Llc

6281 Beach Blvd Suite 116, Buena Park, CA 90621 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-08-06
  • CA RA
    APPROVED
    Since 2021-08-06

Branch Locations

6281 Beach Blvd Suite 116, Buena Park, CA 90621 • United States

Think Wealth, Llc

27018 Monterey Ave, Valencia, CA 91355 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-07-08
  • CA RA
    APPROVED
    Since 2021-07-08

Branch Locations

27018 Monterey Ave, Valencia, CA 91355 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eb Wealth Cerritos CA 11/2014 Present
Think Wealth Cerrtios CA 04/2018 Present
Allmerits Asset, Llc Los Angeles CA 08/2021 Present
Precision Wealth Financial Irvine CA 10/2001 Present
  • 11/2014 → Present
    Eb Wealth
    Cerritos, CA
  • 04/2018 → Present
    Think Wealth
    Cerrtios, CA
  • 08/2021 → Present
    Los Angeles, CA
  • 10/2001 → Present
    Precision Wealth Financial
    Irvine, CA
Other Businesses

MS. EUI IS CURRENTLY ENGAGED WITH EB Wealth, CA AS PRESIDENT & CEO, DOING MARKETING, PROMOTING A FIXED INSURANCE PRODUCT. SHE WORKS APPROXIMATLEY 20 HOURS PER WEEK FOR THIS ACTIVITY THINK WEALTH; INVESTMENT RELATED; 6281 BEACH BLVD, SUITE 116, BUENA PARK, CA 90621; INVESTMENT ADVISER REPRESENTATIVE; TIME SPENT: 25 HRS/MONTH DURING TRADING; CONDUCTS INVESTMENT ADVISORY SERVICES. PRECISION WEALTH FINANCIAL; INVESTMENT RELATED; IRVINE, CA; INSURANCE AGENT/WEALTHADVISOR; TIME SPENT: 10 HRS/MONTH; SAME DURING TRADING HOURS; INSURANCE WEALTH CONSULTING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-08
S63 Uniform Securities Agent State Law Examination 2003-04-03
  • S65 Uniform Investment Adviser Law Examination
    2021-07-08
  • S63 Uniform Securities Agent State Law Examination
    2003-04-03
Other Names
  • Eui Jeong Lim

View on SEC IAPD

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