Wayne Park

ALLMERITS ASSET

Buena Park, CA 90621

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CRD#: 5803421

Professional summary

Wayne Park, who also goes by Seok Tae Park, is a registered financial advisor currently at ALLMERITS ASSET, LLC located in Buena Park, California.

Wayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Wayne has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Seok Tae Park

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CAL-KOR INSURANCE SERVICES; INVESTMENT RELATED; BUENA PARK, CA; MARKETING EXECUTIVE; PERSONAL AND COMMERCIAL INSURANCE SALES; SINCE 02/2012; SPENDS 20 HRS/MTH. ALLMERITS ASSET MANAGEMENT, LLC; INVESTMENT RELATED; LOS ANGELES, CA; INVESTMENT ADVISER REPRESENTATIVE; SAME OFFICE ADDRESS AS THE FIRM; SINCE 2018; SPENDS APPRX 10 HRS/MTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayne Park's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 18, 2021 - Present

ALLMERITS ASSET, LLC

Office #1: 6281 Beach Blvd Suite 116, Buena Park, CA 90621

RIA

CRD#: 309523

Buena Park, CA

Past

August 31, 2018 - December 31, 2022

ALLMERITS ASSET MANAGMENT, LLC

RIA

CRD#: 294140

LOS ANGELES, CA

Past

August 16, 2018 - December 9, 2021

THINK WEALTH, LLC

RIA

CRD#: 293236

Cerritos, CA

Past

April 25, 2017 - December 31, 2018

THINK WEALTH, LLC

RIA

CRD#: 281095

CERRITOS, CA

Past

April 21, 2015 - August 22, 2017

KAYAN SECURITIES, INC.

CRD#: 156175

LOS ANGELES, CA

Past

September 26, 2014 - November 3, 2015

HANA GLOBAL MARKETS, LLC

RIA

CRD#: 167857

LOS ANGELES, CA

Past

December 2, 2013 - March 23, 2015

SH INVESTMENT & SECURITIES

CRD#: 123074

LOS ANGELES, CA

Past

August 18, 2011 - November 22, 2013

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

LOS ANGELES, CA

Past

June 22, 2010 - November 22, 2013

PRUCO SECURITIES, LLC.

CRD#: 5685

LOS ANGELES, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/18/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/9/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/8/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/22/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/21/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALLMERITS ASSET, LLC

CRD#: 309523 / SEC#:

California

Registered Investment Advisory firm - (8/31/2020 Approved)

Nevada

Registered Investment Advisory firm - (1/4/2024 Approved)

New Jersey

Registered Investment Advisory firm - (7/27/2023 Approved)

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Contact information

Main Address

6281 Beach Blvd Suite 116, Buena Park, CA 90621

Mailing Address

Phone number

(714) 266-0000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	121
AUM (Assets Under Management)	$ 11,162,973

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Wayne Park

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayne Park's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLMERITS ASSET MANAGMENT, LLC

THINK WEALTH, LLC

THINK WEALTH, LLC

KAYAN SECURITIES, INC.

HANA GLOBAL MARKETS, LLC

SH INVESTMENT & SECURITIES

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/9/2011

Series 63

Date: 7/8/2010

SIE

Date: 8/22/2017

Series 6

Date: 6/21/2010

Current Firm

ALLMERITS ASSET, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALLMERITS ASSET, LLC

TRUST BUT VERIFY

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