Kevin Takumi Kurimoto

Current Employers

Employment History

• 03/2006 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  San Dimas, CA
• 04/2019 → Present
  K2 Financial Inc.
  San Dimas, CA
• 09/2017 → Present
  Lincoln Investment
  San Dimas, CA

Previous Registrations

• 2006-03-10 → 2019-10-04
  Legend Advisory, Llc
  San Dimas, CA
  Palm Beach Gardens, FL
  San Dimas, CA

Other Businesses

KURIMOTO HOLDINGS, LLC POSITION: I am a minority owner (17.99%) of the building My ownership stake in NW Crossroads, LLC was re-registered under Kurimoto Holdings NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/20/2021 ADDRESS: 5401 Corporate Loop SE, Lacey WA 98503, United States DESCRIPTION: As a minority owner, I vote on how to manage the property but have no active engagement on the day? to-day operations of the building KURIMOTO FINANCIAL, INC POSITION: I used to journal all of the revenue from Lincoln investments through Kurimoto Financial. It has been inactive for a few years but I have been having trouble with the State of California regarding closing the entity. NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 233 S Glendora Ave, Glendora CA 91741, United States DESCRIPTION: I no longer use this entity WALTERSCHEID BUILDING, LLC POSITION: I am a 20% owner of the building. K2 Financial occupies 2,000 sq ft of the building and we rent out about 1,000 sq ft to a hair salon. NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2014 ADDRESS: 150 W Bonita Ave., San Dimas, CA 91741, DESCRIPTION: I am a minority owner of the building. I have little duties related to the building unless the majority owner is not available GLENDORA PUBLIC LIBRARY FRIENDS FOUNDATION POSITION: Treasurer, Board member, Authorized Signer NATURE: Supporting the local public library INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 9/01/2023 ADDRESS: 140 SE Glendora Ave, Glendora CA 91741, United States DESCRIPTION: I will be helping vet investment providers for the foundation's endowment. I will be reviewing investment recommendations from their advisor (Chris Laubach at Ameriprise) and presenting and discussing them with the executive committee. K2 FINANCIAL POSITION: IAR Chief Investment Officer Co-Owner Co-Owner NATURE: Independent RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/01/2019 ADDRESS: 233 S Glendora Ave, Glendora CA 91741, United States DESCRIPTION: IAR CIO Oversee investment process and research on investments. pass through from the parent company KKA K2 BENEFITS GROUP POSITION: Co-Owner, Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/02/2020 ADDRESS: 233 S Glendora Ave, Glendora CA 91741, United States DESCRIPTION: Work in an insurance producer capacity. I receive comp for any production on the K2 Benefit side. KRELLWITZ KURIMOTO AND ASSOCIATES POSITION: Co-Owner NATURE: Parent company, pass through INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2019 ADDRESS: 233 S Glendora Ave, Glendora CA 91741, United States DESCRIPTION: I don't have any formal duties related to KKA. KKA is the parent company of K2 Financial, K2 Benefits. American Christian Credit Union Position: Currently - Candidate Nature: Credit Union - banking Investment Related: Yes Hours: 5 Securities Trading Hours: 5 Start Date: 1/1/2027 Address: 2100 E Rte 66  Glendora, ca 91740 Description: supervisory committee nominee. If elected, the supervisory committee serves as the audit function for the credit union. I expect to be reviewing financial statements

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-02-15

Designations

Other Names

• Kevin T Kurimoto