Adam Bryan Stern

Current Employers

Angeles Family Office

429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-06-03
CO	RA	APPROVED	2026-06-03

CA RA
APPROVED

Since 2026-06-03
CO RA
APPROVED

Since 2026-06-03

Branch Locations

Snowmass, CO • United States

429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401 • 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

Organization	City	State	From	To
Angeles Family Office, Llc	Santa Monica	CA	01/2026	Present
Geller Advisors	New York	NY	04/2019	05/2021
Taborlake Llc	Malibu	CA	09/2011	Present
Xo Capital Llc	Malibu	CA	09/2021	04/2026

01/2026 → Present

Angeles Family Office, Llc

Santa Monica, CA
04/2019 → 05/2021

Geller Advisors

New York, NY
09/2011 → Present

Taborlake Llc

Malibu, CA
09/2021 → 04/2026

Xo Capital Llc

Malibu, CA

Previous Registrations

2022-01-11 → 2026-06-16

Xo Capital Llc

Los Angeles, CA

Other Businesses

TABORLAKE LLC INVESTMENT REALTED: NO ADDRESS: P.O. BOX 1166, ASPEN, CO 81612 NATURE: FILM MANGEMENT POSITION: CO-FOUNDER START DATE: 2014 6 HOURS/ MONTH; 1 HOUR DURING TRADING HOURS DUTIES: ADVISE ON ALL IP

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-01-22
S63	Uniform Securities Agent State Law Examination	1993-09-17

S65 Uniform Investment Adviser Law Examination

2021-01-22
S63 Uniform Securities Agent State Law Examination

1993-09-17

View on SEC IAPD