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2437 Main Street, Santa Monica, CA 90405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | Santa Monica | CA | 05/2021 | Present |
| Louis And Clark | Springfield | MA | 09/2019 | 05/2021 |
| Cvs | Bloomfield | CT | 10/2019 | 05/2020 |
| Costco | Enfield | CT | 09/2020 | 05/2021 |
| Walmart | Hadley | MA | 06/2017 | 08/2019 |
| Walmart | Northampton | MA | 11/2016 | 06/2017 |
| Unemployed | Ludlow | MA | 06/2016 | 10/2016 |
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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-18 |
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