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6281 Beach Blvd Suite 116, Buena Park, CA 90621 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-04 |
Branch Locations
6281 Beach Blvd Suite 116, Buena Park, CA 90621 • United States
6940 Beach Blvd Suite D-705, Buena Park, CA 90621 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-04 |
Branch Locations
6940 Beach Blvd Suite D-705, Buena Park, CA 90621 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iadvisorsgroup Corp | La Crescenta | CA | 10/2015 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 12/2016 | 06/2018 |
| Dk Properties And Management | La Crescenta | CA | 05/2016 | Present |
| Dk Designtrend Inc. | La Crescenta | CA | 07/2016 | Present |
| Alpha Asset Partners, Llc | Buena Park | CA | 05/2017 | 12/2017 |
| Allmerits Asset Management, Llc | Los Angeles | CA | 06/2018 | 01/2023 |
| Allmerits Asset, Llc | Buena Park | CA | 07/2020 | Present |
| Allmerits Asset, Llc | Buena Park | CA | 06/2018 | 12/2024 |
| Apiis Wealth Management Corp. | Buena Park | CA | 05/2025 | Present |
The Name of the other business: DK Properties and Management Investment Related?: No Address of other business: La Crescenta, CA Nature of other business: Income Property Your position: Managing Member Start Date: 05/2016 How many hours you devote to the other business per month: 20 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: Managing Books and Records The Name of the other business: DK Designtrend Inc. Investment Related?: No Address of other business: La Crescenta, CA Nature of other business: Garment Design and Sales Your position: Presiden Start Date: 07/2016 How many hours you devote to the other business per month: 40 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: Managing Books and Records The Name of the other business: iAdvisorGroup Corp Investment Related?: Yes Address of other business: La Cresecenta, CA Nature of other business: Insurance and annuity sales Your position: Owner Start Date: 10/2015 How many hours you devote to the other business per month: 80 How many hours you devote to the other business during securities trading hours: 80 Briefly describe your duties: insurance and annuity sales The Name of the other business: Allmerits Asset, LLC Investment Related? Yes Address of other business: Buena Park, CA Nature of other business: Advisory Services/RIA Your position: Investment Adviser Representative Start Date: 07/2020 How many hours you devote to other business per month: 8 How many hours you devote to other business during securities trading hours: 8 Briefly described your duties: investment management services The Name of the other business: Nullity, LLC Investment Related?: No Address of other business: La Crescenta, CA Nature of other business: online clothing retailer Your position: Member Start Date: 06/2025 How many hours you devote to the other business per month: 40 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: Managing Books and Records
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-23 |
| S66 | Uniform Combined State Law Examination | 2003-02-27 |
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