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111 Deerwood Road Suite 250, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-30 |
Branch Locations
111 Deerwood Road Suite 250, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allmerits Asset, Llc | Buena Park | CA | 01/2025 | 03/2025 |
| Worthington Financial Partners | Dublin | CA | 05/2015 | Present |
| Kbp Financial & Insurance Marketing | Buena Park | CA | 01/2018 | Present |
| New Insight Wealth Advisors | San Ramon | CA | 04/2025 | Present |
ALLIANCE BAY REALTY; NON-INVESTEMENT RELATED; 37600 CENTRAL CT. SUITE 264 NEWARK, CA 94560; ASSOCIATE BROKER, REAL ESTATE PLANNING AND SALES; 2018 TO PRESENT; LESS THAN 1 MO/YR I have been an Associate Broker at Alliance Bay Realty, providing clients with real estate planning services and sales. I dedicate less than 30 days each year to this business. Since working with the firm in 2018, I have earned approximately $140,000 in commissions. I have also been employed as an insurance agent at Worthington Financial Partners, a general agency of National Life Insurance. I have several existing policies in force, and I am paid residual income annually, which amounts to less than $3,000. All the policies are non-investment-related products. I have been employed as an insurance agent at KBP Financial & Insurance. I have one policy on which I earn residual income annually, which amounts to less than $200. The policy is a non-investment-related product.
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