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Lisa Madeleine Westermark

Beverly Hills Private Wealth, LLC

Beverly Hills, CA

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Current Employers
Beverly Hills Private Wealth, Llc

350 S. Beverly Drive Suite 360, Beverly Hills, CA 90212 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-10-10
TX RA APPROVED 2022-10-07
  • CA RA
    APPROVED
    Since 2022-10-10
  • TX RA
    APPROVED
    Since 2022-10-07

Branch Locations

350 S. Beverly Drive Suite 360, Beverly Hills, CA 90212 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 04/2013 10/2022
Bank Of America, N.A. Beverly Hills CA 03/2018 10/2022
Beverly Hills Private Wealth Beverly Hills CA 10/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-12
  • S66 Uniform Combined State Law Examination
    2018-02-12
Designations
Other Names
  • Lisa Mindelle
  • Lisa Madeleine Weiner

View on SEC IAPD

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