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Inactive

Claudia H Song

Allmerits Asset, LLC

Buena Park, CA

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Current Employers
Allmerits Asset, Llc

6281 Beach Blvd Suite 116, Buena Park, CA 90621 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-06-22
  • CA RA
    APPROVED
    Since 2023-06-22

Branch Locations

6281 Beach Blvd Suite 116, Buena Park, CA 90621 • 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
Mass Mutual Beverly Hills CA 08/2015 10/2017
Apiis Financial Buena Park CA 01/2018 08/2020
Allmerits Financial And Insurance Services Buena Park CA 09/2020 Present
Allmerits Asset, Llc Buena Park CA 06/2023 Present
  • 08/2015 → 10/2017
    Mass Mutual
    Beverly Hills, CA
  • 01/2018 → 08/2020
    Apiis Financial
    Buena Park, CA
  • 09/2020 → Present
    Allmerits Financial And Insurance Services
    Buena Park, CA
  • 06/2023 → Present
    Allmerits Asset, Llc
    Buena Park, CA
Other Businesses

ALLMERITS FINANCIAL AND INSURANCE SERVICES; INVESTMENT RELATED; SAME OFFICE ADDRESS; INSURANCE AGENT/FIELD MANAGER; START DATE: 09/2020; TIME SPENT; 120 HRS/MTH DURING TRADING HOURS; INSURANCE SALES FOR LIFE AND ANNUITY PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-20
  • S65 Uniform Investment Adviser Law Examination
    2023-05-20

View on SEC IAPD

Other Firms

APIIS WEALTH MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
ASCENDANT CAPITAL MANAGEMENT
EDWARD JONES

Other Investors

HARINNE LEE KIM
JOHN FRANKLIN WEBB
DAEWOO LEE
KYUNG HO CHOE
MATTHEW MINTAE KIM
CHRISTINE H KIM
SEONG YOUN CHO
WAYNE PARK

Other Offices

APIIS WEALTH MANAGEMENT CORP. · BUENA PARK, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Buena Park, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BUENA PARK, CA
J.P. MORGAN SECURITIES LLC · BUENA PARK, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Anaheim, CA
U.S. BANCORP ADVISORS, LLC · Buena Park, CA
TRANSAMERICA FINANCIAL ADVISORS, LLC · Buena Park, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · LA PALMA, CA

More in Buena Park, CA

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