Samson Kam Long Chan

Employer firm

Integrity Alliance, LLC. CRD 139627

$5.41B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2006 → 08/2019
  Ameritas Investment Corp
  Lincoln, NE
• 01/2007 → 08/2019
  David White & Associates
  San Ramon, CA
• 10/2006 → 08/2019
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 08/2010 → 06/2019
  Fides Insurance
  San Ramon, CA
• 07/2014 → Present
  Westside Development Partners
  Antioch, CA
• 01/2015 → 06/2019
  Useurnoodle
  San Ramon, CA
• 05/2019 → Present
  Peak360 Wealth Management
  San Ramon, CA
• 08/2019 → 10/2025
  Lion Street Financial
  San Ramon, CA
• 08/2019 → 10/2025
  Lion Street Advisors
  San Ramon, CA
• 10/2025 → Present
  Integrity Alliance, Llc
  San Ramon, CA
• 02/2025 → Present
  Brooker Wealth Management
  Oakland, CA

Previous Registrations

• 2019-08-01 → 2025-11-03
  Lion Street Advisors, Llc
  San Ramon, CA
• 2006-11-01 → 2019-08-02
  Ameritas Investment Company, Llc
  San Ramon, CA
  Lincoln, NE
  Glendale, AZ
  San Ramon, CA
• 2006-05-09 → 2006-10-19
  Woodbury Financial Services, Inc.
  San Ramon, CA
  San Ramon, CA

Other Businesses

1.ACTON ACADEMY EAST BAY, INV RELATED - NO, 3110 CONSTITUTION DR LIVERMORE CA 94551, PRIVATE EDUCATIONAL SCHOOL/NON-PROFIT, BOARD OF DIRECTORS, 5/20, 0-1 HRS, HELP OWNERS AND OTHER BOARD MEMBERS RESOLVE ISSUES AROUND THE SCHOOL 2.THE NETWORK REALTY GROUP, INC POSITION: 1099 agent NATURE: This is a Real Estate and Mortgage business INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/28/2022 ADDRESS: 555 ANTON BLVD STE 150, Costa Mesa CA 92626, United States DESCRIPTION: Refer client and work with the Real Estate Agent or Mortgage broker in this broker. 3.ARKI ENTERPRISES LLC/SAMSON CHAN AND ERICA IP POSITION: Owner NATURE: Setting up LLC - ARKI Enterprises to manage rental and real estate investment Property 1: 9430 Lake Natoma Dr. Orangevale, CA 95662 Property 2: 207 D. St, Roseville, CA 95678 INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 05/09/2024 ADDRESS: 9430 Lake Natoma Dr, Orangevale CA 95662, United States DESCRIPTION: Work with Property manager to make sure property is okay and there are tenants 4.BROOKER WEALTH MANAGEMENT POSITION: advisor NATURE: We will be dual registered with LSF/LSA and Brooker Wealth Mgmt (BWM). We will be acting as advisor with BWM. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/13/2025 ADDRESS: 7677 Oakport St, Ste 300, Oakland CA 94621, United States DESCRIPTION: We will be providing financial planning and investment as financial advisor under Brooker Wealth Management RIA. 5.PEAK360 WEALTH MANAGEMENT POSITION: Life Agent NATURE: Offer Fixed insurance (Life, Disability, Long Term Care, health insurance...etc.)that is not subject to Broker Dealer or securities licenses. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2019 ADDRESS: 2633 Camino Ramon, Ste 452, San Ramon CA 94583, United States DESCRIPTION: Offer Insurance that is not part of Lion Street. 6.PEAK360 WEALTH MANAGEMENT POSITION: Owner NATURE: Wealth Management Firm owner INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/01/2019 ADDRESS: 2633 Camino Real, Ste 452, San Ramon CA 94583, United States DESCRIPTION: Owner of Peak360 and running operation

Exams

• S66 Uniform Combined State Law Examination
  2006-04-20
• S65 Uniform Investment Adviser Law Examination
  2000-04-11
• S63 Uniform Securities Agent State Law Examination
  1998-08-21

Designations

• Certified Financial Planner

Other Names

• Samson Chan
• Samson Kamlong Chan