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8383 Wilshire Blvd. Ste. 348, Beverly Hills, CA 90211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2001-08-29 |
Branch Locations
8383 Wilshire Blvd. Suite 641, 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 | 10/2004 | Present |
| Sagepoint Financial, Inc | Beverly Hills | CA | 01/2009 | 09/2023 |
| Prime Banker Mortgage | Los Angeles | CA | 03/2009 | Present |
| Osaic Wealth, Inc. | Beverly Hills | CA | 09/2023 | Present |
1. SVETLANA FAYNBLUT; INVESTMENT RELATED; 8383 WILSHIRE BLVD #641 BEVERLY HILLS CA 90211; STATUTORY AGENT; 03/20/1995; 20 HRS/MTH; 0 HRS DURING TRADING; SALE OF INSURANCE PRODUCTS. 2.MAX FRID DBA FIDELITY REALTY POSITION: Other - Independent Contractor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1994 ADDRESS: 8159 SANTA MONICA BLVD STE 200, Los Angeles CA 90046, United States DESCRIPTION: Help clients get first mortgage when they purchase real estate. 3. AFH ASSET MANAGEMENT, INC. POSITION: RIA NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2004 ADDRESS: 8383 Wilshire Blvd #348 Beverly Hills, Ca 90211, Beverly Hills CA 90211, United States DESCRIPTION: Develop and implement investment plans for clients with periodic review.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-03 |
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