0001769359-23-000001.txt : 20230210
0001769359-23-000001.hdr.sgml : 20230210
20230210131029
ACCESSION NUMBER: 0001769359-23-000001
CONFORMED SUBMISSION TYPE: MA-A
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230127
DATE AS OF CHANGE: 20230210
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Kosmont Transactions Services, Inc.
CENTRAL INDEX KEY: 0001769359
IRS NUMBER: 833489675
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-A
SEC ACT: 1934 Act
SEC FILE NUMBER: 867-02452
FILM NUMBER: 23610093
BUSINESS ADDRESS:
STREET 1: 1230 ROSECRANS AVE. STE. 630
CITY: MANHATTAN BEACH
STATE: CA
ZIP: 90266
BUSINESS PHONE: 4242971070
MAIL ADDRESS:
STREET 1: 1601 N. SEPULVEDA BLVD. #382
CITY: MANHATTAN BEACH
STATE: CA
ZIP: 90266
MA-A
1
primary_doc.xml
MA-A
0001769359
XXXXXXXX
Daniel P. Massiello
4242971073
dmassiello@kosmontfinancial.com
lkosmont@kosmontfinancial.com
12-31-2022
Y
Kosmont Transactions Services, Inc.
Kosmont Financial Services
Kosmont Transactions Services, Inc.
83-3489675
867-02452
2301 ROSECRANS AVE. STE. 4140
EL SEGUNDO
CA
90245
4242971073
Y
1601 N. Sepulveda Blvd. #382
Manhattan Beach
CA
90266
www.kosmontfinancial.com
Daniel
Peter
Massiello
Chief Compliance Officer
1601 N. Sepulveda Blvd. #382
Manhattan Beach
CA
90266
4242971073
dmassiello@kosmontfinancial.com
Larry
Joshua
Kosmont
President
1601 N. Sepulveda Blvd. #382
Manhattan Beach
CA
90266
4242971073
lkosmont@kosmonttransactions.com
Kosmont and Associates, Inc. dba Kosmont Companies
N
Kosmont Real Estate Services dba Kosmont Realty
N
Kosmont Realty Corp
Y
Securities and Exchange Commission
867-01483
Southern California Regional Center, LLC dba California Golden Fund
N
December
CA
01-24-2019
N
8
7
0
0
0
0
Municipal Entities
Non-profit organizations
Corporations or other businesses
0
0
0
Not Applicable
Hourly Charges
Fixed Fees
Contingent Fees
Not Applicable
Advice Insurance Of MS
Advice Investment Of Proceeds MS
Advice ME Investments
Advice Guaranteed IC
Advice Use Of MD
Advice On Selection
N
Lawyer or law firm
Pension consultant
Real estate broker or dealer
9
Add
Real estate broker or dealer
Larry J. Kosmont
Kosmont Real Estate Services dba Kosmont Realty
Y
Y
N
Add
Real estate broker or dealer
Cameron Wilson Soholt
Kosmont Real Estate Services dba Kosmont Realty
N
Y
N
Add
Real estate broker or dealer
Brian Moncrief
Kosmont Real Estate Services dba Kosmont Realty
N
Y
N
Add
Real estate broker or dealer
Joseph Dieguez
Kosmont Real Estate Services dba Kosmont Realty
N
Y
N
Add
Lawyer or law firm
Susan Elizabeth Perry
Kosmont & Associates, Inc. dba Kosmont Companies
N
Y
N
Add
Pension consultant
Julio Fernando Morales
Municipal Advisor
Y
Y
N
Add
Real estate broker or dealer
Mark Farrelly
Kosmont Real Estate Services dba Kosmont Realty
Y
Y
N
Add
Real estate broker or dealer
Christine Rodgers
Kosmont Real Estate Services dba Kosmont Realty
Y
Y
N
Add
Real estate broker or dealer
Kelly Aguilar
Kosmont Real Estate Services dba Kosmont Realty
Y
Y
N
N
N
N
N
N
N
N
N
N
N
N
N
N
Item 6.B.
Larry Kosmont has a real estate broker license
Cameron Soholt has a real estate broker license
Joseph Dieguez has a real estate salesperson license
Brian Moncrief has a real estate salesperson license
Mark Farrelly has a real estate salesperson license
Christine Rodgers has a real estate salesperson license
Kelly Aguilar has a real estate salesperson license
Susan Perry is an attorney
Julio Morales advises on municipal pensions
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
Y
N
Larry
Joshua
Kosmont
President
02-08-2019
E
Y
000000000
Daniel
Peter
Massiello
Chief Compliance Officer
02-08-2019
NA
Y
4119697
Larry
Joshua
Kosmont
President
02-08-2019
E
Y
000000000
Daniel
Peter
Massiello
Chief Compliance Officer
02-08-2019
NA
Y
4119697
Daniel P. Massiello
Daniel P. Massiello
Chief Compliance Officer
01-27-2023
N
N
Y
Y
N
N
N
N
Y
N
N
N
Y
N
N
N
N
N
N
N
N