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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
515 Marin Street Suite 408, Thousand Oaks, CA 91360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aaron Anshin & Associates Llc | Beverly Hills | CA | 05/2021 | 09/2023 |
| Aaron Anshin Sole Proprietor | Beverly Hills | CA | 04/2019 | 09/2023 |
| Anshin Mobile Notary And Livescan | Beverly Hills | CA | 10/2016 | 07/2023 |
| Feingold And Sons Llc | Reno | NV | 11/2017 | 09/2021 |
| Fundient Llc | Reno | NV | 03/2016 | 05/2020 |
| Transamerica Financial Advisor | Thousand Oaks | CA | 09/2023 | Present |
| World Financial Group, Inc. | Thousand Oaks | CA | 08/2023 | Present |
| Notary Public | Beverly Hills | CA | 10/2016 | Present |
| Beverly Hills Unified School District Pta Council | Beverly Hills | CA | 04/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. NOTARY PUBLIC POSITION: License holder NATURE: License INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2016 ADDRESS: 113 North San Vicente Boulevard, Beverly Hills CA 90211, United States DESCRIPTION: None BEVERLY HILLS UNIFIED SCHOOL DISTRICT PTA COUNCIL POSITION: auditor and board member NATURE: non-profit PTA council for Beverly Hills Unified School District INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/17/2025 ADDRESS: 624 North Rexford Drive, Beverly Hills CA 90210, United States DESCRIPTION: none. assist with conducting year-end audit
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-15 |
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