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8383 Wilshire Blvd. Ste. 348, Beverly Hills, CA 90211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-04-30 |
Branch Locations
8383 Wilshire Blvd. Ste. 348, Beverly Hills, CA 90211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Afh Asset Management, Inc | Beverly Hills | CA | 06/2006 | Present |
| Sagepoint Financial, Inc | Beverly Hills | CA | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Beverly Hills | CA | 09/2023 | Present |
1. AFH ASSET MANAGEMENT INC.; INVESTMENT RELATED; 8383 WILSHIRE BLVD #641 BEVERLY HILLS CA 90211; INVESTMENT ADVISER REPRESENTATIVE; 01/01/2002; 25 HRS/MTH; 6 HRS DURING TRADING; PROVIDE ADVISORY SERVICES. 2. AFH ASSET MANAGEMENT INC.; INVESTMENT RELATED; 8383 WILSHIRE BLVD #641 BEVERLY HILLS CA 90211; STATUTORY AGENT; 01/01/2002; 60 HRS/MTH; 5 HRS DURING TRADING; SALE OF INSURANCE PRODUCTS. 3. AGHAI INSURANCE SERVICES, INC. POSITION: BROKER NATURE: COPORATIONPROPERTY AND CASUALTY INSURANCE. COMMERCIAL AND PERSONAL INSURANCE POLICIES. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2015 ADDRESS: 16133 VENTURA BLVD, SUITE 700, ENCINO CA 91436 DESCRIPTION: SELLING PROPERTY AND CASUALTY INSURANCE PRODUCTS. AUTO INSURANCE, HOMEOWNERS INSURANCE, COMMERCIAL PROPERY INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-29 |
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