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Account
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9401 Wilshire Blvd. Ste 705, Beverly Hills, CA 90212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-22 |
Branch Locations
9401 Wilshire Blvd. Ste 705, Beverly Hills, CA 90212 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Los Angeles | CA | 06/2016 | 07/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | 07/2020 |
| Insigneo Securities, Llc | Miami | FL | 07/2020 | Present |
| Insigneo Advisory Services | Miami | FL | 07/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2016 | Present |
| Galliott Capital Advisors, Llc | Beverly Hills | CA | 04/2021 | Present |
1. 1642 Don Carlos LLC; Real Estate; Owner; Investment related; GLENDALE CA; 07/2016; 0,0 2. LVJCCL INVESTMENTS LLC; Real Estate; Owner; Investment related; GLENDALE CA; 07/2016; 0,0 3. 59265 Seville LLC; La Quinta, CA; Vacation home; Owner; Not Investment related; 02/2017; During Business hours: 0, After business hours: 0 4. 2111 Echo Park Avenue, LLC; Los Angeles, CA; Real Estate; Investment related; Manager; 06/2017; During business hours: 0; After business hours: 0 5. Varvour LLC; Investment related; California; Purchase Real Estate; Manager (proprietor, partner, officer, director, employee, trustee, agent); Oct 2017; During business hours: 0; After business hours: 0 6. 3304 Casitas Ave LLC; Investment related: Yes; Glendale, CA; Real Estate; member(proprietor, partner, officer, director, employee, trustee, agent); Jun 2019; During business hours: 0; After business hours: 0.01; 7. Galliott Capital Advisors LLC: Registered entity with the SEC as Investment Adviser Firm. Owner. Start 4/2021. Spends approx. 50 hrs/monthly. 8. Lebanese American Foundation - House of Lebanon. NPO. Board Member. Non-Investment related. No compensation. 1 hr per month. 9. LASD. Non-Investment related. Resource Facilitator. Provides support for the Los Angeles Sheriff's Department. Treasurer. Since 4/2022. 2 Hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-11 |
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