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2437 Main Street, Santa Monica, CA 90405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-07-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gerber Kawasaki, Inc. | Santa Monica | CA | 05/2010 | Present |
| Lpl Financial Llc | Santa Monica | CA | 10/2012 | 04/2019 |
(1) 10/22/2012 - GERBER KAWASAKI INSURANCE SERVICES/ OWNERSHIP OF INSURANCE AGENCY/ 20%/ SANTA MONICA, CA (2) 10/22/2012 - GERBER KAWASAKI INSURANCE SERVICES/ SALES OF NON-VARIABLE INSURANCE/ 20%/ SANTA MONICA, CA (3) Gerber Kawasaki Tax Services, 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 Gerber Kawasaki Tax Services and I am a liaison between the client and CPA, financial planning advice. (4) 8/17/2017 - No Business Name - Investment Related - 12846 N Seaglass Circle, Playa Vista, CA 90094 - Real Estate Rental - Started 08/05/2017 - 1 Hour Per Month During Securities Trading - Short term rental revenue to be generated from second home.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-15 |
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