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1730 E. Holly Ave Suite 838, El Segundo, CA 90245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
Branch Locations
Los Angeles, CA • United States
1730 E. Holly Ave Suite 838, El Segundo, CA 90245 • United States
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 |
|---|---|---|---|---|
| Gerber Kawasaki, Inc. | Santa Monica | CA | 01/2011 | 08/2023 |
| Lpl Financial Llc | Santa Monica | CA | 10/2012 | 07/2021 |
| The Wealthgarden F.S. Llc | El Segundo | CA | 08/2023 | Present |
(1) Insurance; investment-related; same address: Insurance sales; Insurance Agent; 1/1/2011; 5 hours per month, none during securities trading hours; quoting and placing life, health, disability, long term care insurance in the State of California. (2) Airport Marina Counseling Services; not investment-related; 7891 La Tijera Blvd. Los Angeles, CA 90045; Mental Health Services; Member, Board of Directors; Start Date: 7/1/24; 2 hours per month, none during securities trading hours; Attend quarterly board meetings, service on a committee within the Board. (3) W Wealth, LLC. Not investment related. 5888 W 74th ST. Los Angeles CA 90045. LLC for the purpose of receiving income and expenses. Owner. 04/08/2025. less than 2 hours per month. Less than 2 hours during securities trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-28 |
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