Best Investors Account Sign in
Inactive

Gerald Edwin Newman

Hamilton Wealth, LLC

Encino, CA

Claim This Profile
Current Employers
Hamilton Wealth, Llc

10960 Wilshire Blvd Suite 820, Los Angeles, CA 90024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-22
CA RA APPROVED 2017-09-07
  • TX RA
    APPROVED
    Since 2021-03-22
  • CA RA
    APPROVED
    Since 2017-09-07

Branch Locations

16000 Ventura Boulevard, Suite 405, Encino, CA 91436 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Encino CA 12/2015 09/2017
Hamilton Wealth, Llc Encino CA 09/2017 Present
  • 12/2015 → 09/2017
    Raymond James Financial Services, Inc.
    Encino, CA
  • 09/2017 → Present
    Encino, CA
Previous Registrations
Other Businesses

1. Licensed Insurance Agent; NIR; 16000 Ventura Blvd., Suite 405, Encino, CA 91436; Insurance; 09/06/18; 8 hours per month devoted to this OBA; Duties include providing insurance quotes, proposals, projections, submit insurance applications to insurance companies;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-07
  • S66 Uniform Combined State Law Examination
    2005-12-07
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Encino, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor