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315 S. Beverly Dr Suite 406, Beverly Hills, CA 90212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-08-10 |
Branch Locations
315 S. Beverly Dr Suite 406, Beverly Hills, CA 90212 • United States
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 |
|---|---|---|---|---|
| Morgan Stanley | Beverly Hills | CA | 03/2009 | 08/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2017 |
| Rbc Capital Markets, Llc | Beverly Hills | CA | 08/2017 | 02/2018 |
| City National Bank | Beverly Hills | CA | 08/2017 | 02/2018 |
| Great Gable Advisors | San Francisco | CA | 05/2018 | Present |
1) California insurance agent, License #: 0B60642; Variable Time; Variable Compensation 2) Valley Community Healthcare; Not Investment Related; Healthcare Services; Member of Finance/Audit Committee; 10/08/2024; 1 hour per month outside of securities trading hours; Provide Free Healthcare to Low Income Families
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-28 |
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