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2437 Main Street, Santa Monica, CA 90405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-12-18 |
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 | 09/2019 | Present |
| Casetta Group | Los Angeles | CA | 08/2019 | 09/2019 |
| Casetta Coffee | Los Angeles | CA | 08/2019 | 09/2019 |
| Montecito Venture Partners | San Diego | CA | 06/2018 | 07/2019 |
| Loyola Marymount University | Los Angeles | CA | 08/2014 | 05/2018 |
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 | 2019-12-18 |
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