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Michael Stanley Burr

Westmount Partners, LLC

Los Angeles, CA

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Current Employers
Westmount Partners, Llc

2049 Century Park East Suite 2500, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-04
  • CA RA
    APPROVED
    Since 2023-08-04

Branch Locations

2049 Century Park East Suite 2500, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Adviceperiod Llc Los Angeles CA 07/2020 03/2022
Resolution Economics Llc Los Angeles CA 07/2019 06/2020
Unemployed Moorpark CA 08/2013 06/2019
Mariner Wealth Advisors Llc Los Angeles CA 09/2021 05/2023
Westmount Asset Management Llc Los Angeles CA 06/2023 Present
  • 07/2020 → 03/2022
    Adviceperiod Llc
    Los Angeles, CA
  • 07/2019 → 06/2020
    Resolution Economics Llc
    Los Angeles, CA
  • 08/2013 → 06/2019
    Unemployed
    Moorpark, CA
  • 09/2021 → 05/2023
    Mariner Wealth Advisors Llc
    Los Angeles, CA
  • 06/2023 → Present
    Westmount Asset Management Llc
    Los Angeles, CA
Previous Registrations
  • 2022-03-03 → 2023-05-30
    Mariner
    Los Angeles, CA
  • 2022-05-05 → 2023-05-30
    Mariner Independent
    Los Angeles, CA
  • 2020-11-05 → 2022-03-30
    Adviceperiod, Llc
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-05
  • S65 Uniform Investment Adviser Law Examination
    2020-11-05

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA
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