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6281 Beach Blvd Suite 116, Buena Park, CA 90621 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-23 |
| CA | RA | APPROVED | 2020-08-31 |
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, Llc | Buena Park | CA | 08/2020 | Present |
| Allmerits Financial & Insurance | Buena Park | CA | 05/2015 | Present |
| Allmerits Healthcare & Insurance Services | Buena Park | CA | 01/2021 | Present |
| Daewoo Capital & Insurance | Fullerton | CA | 01/2012 | Present |
ALLMERITS FINANCIAL & INSURANCE SERVICES; INVESTMENT RELATED; INSURANCE AGENT/OWNER; SAME OFFICE ADDRESS AS RIA; START DATE: 06/2015; SPENDS APPROX. 10 HRS/MONTH, SAME DURING TRADING; SALES OF INDIVIDUAL RETIREMENT PLANS INCLUDING IRA, ANNUITIES AND LIFE INSURANCES. DEAWOO CAPITAL & INSURANCE SERVICES; INVESTMENT RELATED; OWNER/INSURANCE AGENT; 2601 E. CHAPMAN AVE., STE 118, FULLERTON, CA 92831; START DATE: 01/2012; SPENDS APPROX. 10 HRS/MTH, SAME DURING TRADING; SALES OF ANNUITIES AND LIFE INSURANCE. ALLMERITS HEALTHCARE & INSURANCE SERVICES; INVESTMENT RELATED; CO-FOUNDER/OFFICER; SAME OFFICE ADDRESS; SPENDS 0 TIME TO THIS ACTIVITY; RECOMMENDS CLIENT FOR INSURANCE TO OTHER INSURANCES AGENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-10 |
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