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6281 Beach Blvd Suite 116, Buena Park, CA 90621 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-11-04 |
Branch Locations
6281 Beach Blvd Suite 116, Buena Park, CA 90621 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allmerits Asset Management, Llc | Los Angeles | CA | 10/2018 | 01/2023 |
| Self-Employed | Glendale | CA | 04/2009 | 06/2018 |
| Sherwood Hall Financial Planning | Los Angeles | CA | 07/2018 | Present |
| Allmerits Asset, Llc | Buena Park | CA | 11/2020 | Present |
SHERWOOD HALL FINANCIAL PLANNING; INVESTMENT RELATED; OWNER/INSURANCE AGENT; START DATE: 07/2018; SPENDS APPROXIMATELY 80 HOURS PER MONTH; PROVIDES FINANCIAL SERVICES AND PLANS FOR CLIENTS' OBJECTIVES. ALLMERITS ASSET MANAGEMENT, LLC; INVESTMENT RELATED; SAME OFFICE ADDRESS; INVESTMENT ADVISER REP; START DATE: 09/2020 TO PRESENT; DEVOTES NO TIME TO THIS ACTIVITY. CFP INSTRUCTOR; NON-INVESTMENT REALTED; INSTRUCTOR; START DATE: 01/2024 TO PRESENT; SPENDS 12 HRS PER QUARTER DURING TRADING; INSTRUCTOR FOR A CFP COURSE.
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