Matthew Mintae Kim

Current Employers

Employment History

• 03/2015 → 08/2022
  Bridgeone Insurance Services, Inc
  Cerritos, CA
• 09/2020 → Present
  Kayan Securities, Inc.
  Los Angeles, CA
• 09/2022 → Present
  Allmerits Asset, Llc
  Buena Park, CA
• 04/2023 → Present
  Planwise College Consulting
  Anaheim, CA
• 10/2016 → 08/2022
  Vision Tree Consulting
  Anaheim, CA
• 08/2022 → Present
  Abby Financial And Insurance Services
  Buena Park, CA
• 08/2022 → Present
  Allmerits Financial & Insurance
  Buena Park, CA
• 06/2025 → Present
  Abby Commerce
  Los Angeles, CA

Other Businesses

1.Allmerits Asset, LLC, RIA-investment related, 4801 Wilshire Blvd, Suite 101, Los Angeles, CA90010, Investment advisor business, Work as investment advisor representative, Starting 9/1/2022, Devote 40% of time 2. Allmerits Financial and Insurance Services: Not investment-related, Address: same as above, Insurance, Work as Producer and Company management, Starting on 9/1/2022, Devote 50% of time 3.Abby Financial and Insurance Services: Used solely as a vehicle to receive compensation from the above 2. 4. Planwise College Consulting: Not investment-related, Anaheim, CA; President/CEO; devotes approximately 20 hrs per month during trading; manages and provides consulting for college financial aid. 5. Kayan Securities, Inc.: Investment Related; Los Angeles, CA; devotes approximately 2 hrs per month during trading; securities business. 6. Abby Commerce; Non-Investment Related; Los Angeles, CA; devotes approximately 0 hrs per month during trading; 2 hrs non-trading hours; operations and accounting.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-04
• S63 Uniform Securities Agent State Law Examination
  2020-09-30