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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 Wil;Shire 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 |
| Osaic Wealth, Inc. | Beverly Hills | CA | 09/2023 | Present |
1. AFH ASSET MANAGEMENT INC.; INVESTMENT RELATED; 8383 Wilshire Blvd. Suite 348 Beverly Hills, CA 90211; INVESTMENT ADVISER REPRESENTATIVE; OCTOBER 2003; 75 HRS/MTH; 5 HRS DURING TRADING; PROVIDE ADVISORY SERVICES AND FINANCIAL PLANNING. 2. ACCARDO INSURANCE SERVICES, INC. POSITION: BROKER/AGENT NATURE: CORPORATION INVESTMENT RELATED: YES NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 0 START DATE: 10/01/2014; 8383 Wilshire Blvd. Suite 348 Beverly Hills, CA 90211; ASSISTING INDIVIDUALS WITH INSURANCE NEEDS 3. JOSEPH ACCARDO POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 09/25/1995 ADDRESS: 8383 Wilshire Blvd #348, Beverly Hills CA 90211, United States DESCRIPTION: Prepare and implement risk management solutions for clients. Life and Health Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-22 |
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