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468 N. Camden Dr. Suite 200, Beverly Hills, CA 90210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-15 |
Branch Locations
468 N. Camden Dr. Suite 200, Beverly Hills, CA 90210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anchor Wealth Management, Llc | City Of Industry | CA | 09/2007 | Present |
JS ALAN LLC, PRINCIPAL, CITY OF INDUSTRY, 07/17/2008. 25-30 HRS/MONTH, PROFIT SHARING. IT IS SECURITIES RELATED, JOB DUTIES IS REGISTERED INVESTMENT ADVISOR. ALSO WORKING WITH THE GUARDIAN INSURANCE & ANNUITY COMPANY, INC. FOR CLIENT'S 401K PLANS UNDER JS ALAN LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-16 |
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