Xiaoxiao Bi

Current Employers

Employment History

• 01/2000 → 12/2018
  Dennis F. Rose & Assoc
  Sherman Oaks, CA
• 05/2013 → 11/2017
  National Planning Corp0Oration
  Sherman Oaks, CA
• 11/2017 → 06/2019
  Lpl Financial Llc
  Sherman Oaks, CA
• 07/2019 → Present
  Gerber Kawasaki Wealth & Investment Management
  Santa Monica, CA
• 11/2017 → Present
  Wheeler And Bi Llp
  Santa Monica, CA

Previous Registrations

• 2017-11-29 → 2018-05-04
  Lpl Financial Llc
  Sherman Oaks, CA
• 2014-02-03 → 2017-11-29
  National Planning Corporation
  Sherman Oaks, CA

Other Businesses

1. 11/29/2017 - WHEELER AND BI LLP, Santa Monica, CA - Investment Related - - Tax Prep/Accounting/CPA - MANAGING MEMBER/CPA - Start Date 11/2017 - 10 Hours Per Month / 0 Hours During Trading. 2. 11/29/2017 - SAFETOOL CORPORATION - Not Investment Related - Home Based - PRODUCT DEVELOPMENT AND SALES - SECRETARY - Start Date 5/1/2013 - 10 Hours Per Month / 0 Hours During Trading. 3. GK Tax and Accounting, Santa Monica, CA; not investment related; provides and accounting services; Financial Advisor, refer clients to tax and accounting department and be the liaison between client and CPA. Start date: January 2021; I devote 5 hours per month to this business; 0 hours during securities trading hours. I refer clients to GK Tax and Accounting and I am a liaison between the client and CPA, financial planning advice.

Exams

• S66 Uniform Combined State Law Examination
  2013-11-12

Other Names

• Shelley Bi