Karin De Maria Alvarado

Current Employers

Employment History

• 04/2010 → 01/2024
  Woodbury Financial Services
  Oakland, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Napa, CA

Previous Registrations

• 2010-04-06 → 2024-01-19
  Woodbury Financial Services, Inc.
  Culver City, CA
  Lafayette, CA
  Napa, CA
• 2008-06-04 → 2010-04-05
  Equitable Advisors, Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2002-11-18 → 2008-05-07
  Voya Financial Partners, Llc
  San Jose, CA
  Pleasanton, CA
  San Francisco, CA

Other Businesses

1. STARKMILLER FINANCIAL BENEFITS GROUP; INV RELATED; 1970 BROADWAY STE 1070 OAKLAND,CA 94612; INSURANCE SALES/SERVICE; FINANCIAL ADVISOR; 06/01/2008; 10HR/MON; 10HR/MON; INSURANCE SALES/SERVICE 2. STARKMILLER FINANCIAL BENEFITS GROUP; INV RELATED; 1970 BROADWAY STE 1070 OAKLAND,CA 94612; SELLING FIXED & VARIABLE PRODUCTS; FINANCIAL ADVISOR; 04/05/2010; 10HR/MON; 10HR/MON; SELLING FIXED AND VARIABLE PRODUCTS. 3. NEW ASPECT FINANCIAL SERVICES, LLC POSITION: Partner NATURE: LLC. Branding and marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2015; ADDRESS: 1475 Fourth Street, Napa CA 94559, United States DESCRIPTION: Partner Marketing 4. NAPA VALLEY RENTALS; POSITION: owner NATURE: Hosted Vacation Accommodation through AIRBNB and VRBO INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/25/2017; ADDRESS: 1090 Tamarisk Drive, Napa CA 94559, United States; DESCRIPTION: rent home 5. ALVARADO FINANCIAL SERVICES, LLC POSITION: Director NATURE: LLC. THIS LOCATION IS ALREADY APPROVED AS A BRANCH OFFICE OF NEW ASPECT FINANCIAL SERVICES, LLC. ALVARADO FINANCIAL SERVICES WILL SERVICE AS THE ADMINISTRATION COMPANY ONLY AND NEW ASPECT FINANCIAL SERVICES, LLC SERVES AS BRAND/MARKETING/BRANCH OFFICE. INVESTMENT RELATED: Yes NUMBER OF HOURS: 85 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2017 ADDRESS: 1475 Fourth St., Napa CA 94559, United States DESCRIPTION: MANAGE ASSETS AND CLIENTS 6. NEW ASPECT CAPITAL STRATEGIES, LLC POSITION: Partner/CEO NATURE: LLC Protective Put Strategy INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/13/2019 ADDRESS: 1475 Fourth Street, Napa CA 94559, United States DESCRIPTION: Leading, Guiding, Directing Formulating and Implementing Strategic plan that guides direction of organization Leading the development of overalls organizations strategy Interfacing with Woodbury's senior management when necessary Manages outside business relationships 7. NEW ASPECT FINANCIAL SERVICES POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/15/2025 ADDRESS: 1475 Fourth Street, napa CA 94559, United States DESCRIPTION: Manage employees. Review medical quotes sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-27
• S63 Uniform Securities Agent State Law Examination
  2001-02-13

Other Names

• Karin De Maria Alvarado Brunet
• Karin Maria Brunet
• Karin Alvarado Brunet
• Karin Maria Brunet
• Karin De Maria Alvarado Brunet