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15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-08-21 |
Branch Locations
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 09/2014 | 10/2017 |
| American Financial Network Llc | Calabasas | CA | 05/2014 | 04/2018 |
| Independent Insurance , Aaron Morris | Granada Hills | CA | 05/2011 | Present |
| American Financial Network Advisory Services, Llc | Calabasas | CA | 05/2014 | 04/2018 |
| Dfpg Investments Inc | Sandy | UT | 10/2017 | 04/2018 |
| Charlesworth & Rugg, Inc | Woodland Hills | CA | 07/2018 | Present |
1)AARON MORRIS INDEPENDENT INSURANCE - AGENT - INSURANCE SERVICES - SINCE 05/2011 - GRANADA HILLS, CA - INVESTMENT RELATED--- 2)San Fernando Community Health Center; No; 732 Mott St, San Fernando, CA 91340, United States; Nonprofit Organization; Vice Chair; 01/01/2013; 0%; Provide health Services to the underserved San Fernando Community 3)Community OUTreach Alliance; No; "10518 Odessa Ave, Granada Hills, CA 91344, United States; Nonprofit Organization; General Board Member; 06/02/2013; 0%; health and fitness, sex education, community organization and charity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-14 |
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