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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED | 2023-07-21 |
| CA | RA | APPROVED | 2023-05-17 |
Branch Locations
555 California Street 32Nd Floor/ Suite 3200, San Francisco, CA 94104 • United States
131 South Rodeo Drive Suite 300, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | Santa Monica | CA | 02/2020 | 04/2023 |
| Oliver's | Los Angeles | CA | 07/2019 | 08/2019 |
| Lucky Dog Technology Group | Los Angeles | CA | 08/2017 | 09/2018 |
| The Israeli Consulate | Los Angeles | CA | 10/2017 | 01/2018 |
| Goop | Santa Monica | CA | 03/2016 | 09/2016 |
| University Of California, Berkeley | Berkely | CA | 01/2018 | 12/2019 |
| Santa Monica College | Santa Monica | CA | 08/2015 | 05/2017 |
| Ubs Financial Services Inc | Beverly Hills | CA | 05/2023 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-05 |
| S65 | Uniform Investment Adviser Law Examination | 2020-05-19 |
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