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2437 Main Street, Santa Monica, CA 90405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-25 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| B.B. Graham & Co. | Orange | CA | 01/2014 | 10/2017 |
| Sagepoint Financial | Century City | CA | 10/2017 | 08/2023 |
| Gerber Kawasaki Wealth & Investment Management | Santa Monica | CA | 08/2023 | Present |
I am a licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-22 |
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