0001769359-24-000001.txt : 20240130 0001769359-24-000001.hdr.sgml : 20240130 20240130081708 ACCESSION NUMBER: 0001769359-24-000001 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: WILLIAMS,FELICIA,ANNE, FILED AS OF DATE: 20240125 DATE AS OF CHANGE: 20240130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kosmont Transactions Services, Inc. CENTRAL INDEX KEY: 0001769359 ORGANIZATION NAME: IRS NUMBER: 833489675 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-05511 FILM NUMBER: 24575941 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-I/A 1 primary_doc.xml MA-I/A 0001769359 XXXXXXXX Daniel P. Massiello 4242971070 dmassiello@kosmonttransactions.com lkosmont@kosmonttransactions.com N 0001769359-19-000004 Y Felicia Anne Williams N 1 0001769359 Kosmont Transactions Services, Inc. 03-01-2019 Y 03-20-2019 0001769359 LOCATED SUPERVISED 03-01-2019 1230 ROSECRANS AVE. STE. 630 MANHATTAN BEACH CA 90266 03-2019 Kosmont Transactions Services, Inc. MANHATTAN BEACH CA 90266 Y N Sr. Vice President 11-2017 03-2019 Kosmont Realty Corp MANHATTAN BEACH CA 90266 Y Y Sr. Vice President 04-2016 10-2017 PFM Financial Advisors Los Angeles CA 91104 Y N Senior Managing Consultant 05-2015 03-2016 CleanFund Commercial Pace Capital Sausalito CA 94965 N Y Business Development 01-2008 05-2015 Edison International Rosemead CA 91770 N N Senior Manager Y 11-2017 Kosmont & Associates, Inc. dba Kosmont Companies 1230 ROSECRANS AVE. STE. 630 MANHATTAN BEACH CA 90266 N N Economic Development Consulting Sr. Vice President 150 Economic Development Consulting 12-2017 Kosmont Real Estate Services dba Kosmont Realty 1230 ROSECRANS AVE. STE. 630 MANHATTAN BEACH CA 90266 N Y Real Estate Brokerage and Consulting Associate 1 Consulting N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 01-25-2024 Daniel P. Massiello Chief Compliance Officer