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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 | 2025-09-11 |
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 | 07/2005 | Present |
| Jalan Capital Group | City Of Industry | CA | 07/2008 | Present |
Alan Li sells health insurance policies under JSA Insurance Services, LLC, a BDA to JS Alan, LLC. It is non-investment related and the address of this business is 468 N. Camden Drive, Suite 200, Beverly Hills, CA 90210. Alan Li is licensed to sell health insurance products for the following companies: Anthem Blue Cross, HealthNet, Blue Shield, and Kaiser. Alan Li's role in this business is that of an agent. The duties of this business includes receiving and providing quotes for potential policies, answering questions on existing and potential policies, acting as a liaison between policy holders and insurance companies. Alan Li spends less than an hour a week during trading hours on this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-09 |
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