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Michael Daniel Immerman

Kingsbridge Wealth Management, Inc.

Newport Beach, CA

Las Vegas, NV

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Current Employers
Kingsbridge Wealth Management, Inc.

1140 N. Town Center Drive Suite 265, Las Vegas, NV 89144 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-20
  • CA RA
    APPROVED
    Since 2025-08-20

Branch Locations

1400 Newport Center Dr Suite 280, Newport Beach, CA 92660 • United States

1140 N. Town Center Drive Suite 265, Las Vegas, NV 89144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs Boston MA 04/2022 07/2025
Vacation Boston MA 01/2022 04/2022
Student Amherst MA 08/2021 12/2021
Goldman Sachs Boston MA 06/2021 08/2021
Student Amherst MA 01/2021 06/2021
Mammoth Mountain Mammoth Lakes CA 01/2021 04/2021
Ubund San Francisco CA 08/2020 12/2020
Blue Startups Honolulu HI 08/2020 11/2020
Vertica Capital Partners New York NY 06/2020 08/2020
Student Amherst MA 08/2019 05/2020
Rxsense Boston MA 06/2019 08/2019
Suntecktts Acton MA 08/2018 05/2019
Full Time Student Acton MA 08/2004 07/2018
Kingsbridge Wealth Management, Inc. Las Vegas NV 08/2025 Present
  • 04/2022 → 07/2025
    Goldman Sachs
    Boston, MA
  • 01/2022 → 04/2022
    Vacation
    Boston, MA
  • 08/2021 → 12/2021
    Student
    Amherst, MA
  • 06/2021 → 08/2021
    Goldman Sachs
    Boston, MA
  • 01/2021 → 06/2021
    Student
    Amherst, MA
  • 01/2021 → 04/2021
    Mammoth Mountain
    Mammoth Lakes, CA
  • 08/2020 → 12/2020
    Ubund
    San Francisco, CA
  • 08/2020 → 11/2020
    Blue Startups
    Honolulu, HI
  • 06/2020 → 08/2020
    Vertica Capital Partners
    New York, NY
  • 08/2019 → 05/2020
    Student
    Amherst, MA
  • 06/2019 → 08/2019
    Rxsense
    Boston, MA
  • 08/2018 → 05/2019
    Suntecktts
    Acton, MA
  • 08/2004 → 07/2018
    Full Time Student
    Acton, MA
  • 08/2025 → Present
    Kingsbridge Wealth Management, Inc.
    Las Vegas, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-18
S63 Uniform Securities Agent State Law Examination 2022-06-24
  • S66 Uniform Combined State Law Examination
    2025-08-18
  • S63 Uniform Securities Agent State Law Examination
    2022-06-24

View on SEC IAPD

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OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

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