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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 | 2025-01-01 |
Branch Locations
315 S. Beverly Dr Suite 406, Beverly Hills, CA 90212 • United States
4 disclosure categories 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 | Woodland Hills | CA | 01/2013 | 02/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2019 |
| Great Gable Wealth Management | Beverly Hills | CA | 02/2019 | 05/2020 |
| Great Gable Wealth Management | Beverly Hills | CA | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-05 |
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