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2437 Main Street, Santa Monica, CA 90405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loyola Marymount University | Los Angeles | CA | 08/2021 | 01/2022 |
| Alo Yoga | Los Angeles | CA | 04/2022 | 08/2023 |
| Avasant | Los Angeles | CA | 05/2023 | 08/2023 |
| Avasant | Los Angeles | CA | 01/2024 | 08/2024 |
| Cetera Advisor Networks | Los Angeles | CA | 01/2025 | 10/2025 |
| Lucidity Management Company | Los Angeles | CA | 05/2021 | 09/2025 |
| Gerber Kawasaki | Los Angeles | CA | 10/2025 | Present |
| Unemployed/Student | Los Angeles | CA | 08/2023 | 01/2024 |
| Unemployed/Student | Los Angeles | CA | 01/2022 | 04/2022 |
| Unemployed/Student | Los Angeles | CA | 10/2015 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-05 |
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