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14724 Ventura Boulevard Suite 800, Sherman Oaks, CA 91403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-05 |
Branch Locations
14724 Ventura Boulevard Suite 800, Sherman Oaks, CA 91403 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beverly Hills Financial Planners | Sherman Oaks | CA | 11/2012 | Present |
(1) CA INSURANCE AGENT FOR FIXED INSURANCE SALES SINCE 1979. Approximately 30% TIME SPENT. NON INVESTMENT RELATED. CONDUCTED AT OFFICE ADDRESS OF RECORD. (2) OWNER OF "ANGELUS MEDIA GROUP" MEDIA AND FILM PRODUCTION OF DOCUMENTARY FILMS SINCE 2010. NON INVESTMENT RELATED. APPROXIMATELY 10% OF TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (3) WEEKLY RADIO SHOW HOST ON PERSIAN RADIO 670 KIRN. MARKET COMMENTARY AND FINANCIAL PLANNING GENERAL EDUCATION TOPICS. LESS THAN 1% TIME SPENT. (4) WEEKLY TV CABLE ACCESS SHOW ON PERSIAN BROADCASTING SVCS SINCE 2001. MARKET COMMENTARY, FINANCIAL PLANNING TOPICS. LESS THAN 1% TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-25 |
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