Michael Klein

Current Employers

Employment History

• 07/2019 → 11/2019
  Gerber Kawasaki Wealth & Investment Management
  Santa Monica, CA
• 01/2019 → 07/2019
  Interstate Equities Corporation
  San Francisco, CA
• 07/2016 → 10/2017
  Duff And Phelps
  Los Angeles, CA
• 10/2017 → 12/2018
  Realtyshares
  Los Angeles, CA
• 01/2020 → 07/2021
  Lpl Financial
  Seal Beach, CA
• 07/2021 → Present
  Mid Atlantic Capital Corporation
  Pittsburgh, PA
• 07/2021 → Present
  Newedge Advisors Llc
  New Orleans, LA

Previous Registrations

• 2020-11-24 → 2021-08-04
  Lpl Financial Llc
  Los Alamitos, CA
• 2019-09-24 → 2019-11-21
  Gerber Kawasaki Wealth & Investment Management
  Santa Monica, CA

Other Businesses

1. Pacific Pointe Advisors*No Invest*Seal Beach, CA*President*S Corp*12/11/23*5 Per Month/1 trade*Creating an S Corp to run my business through 2.NewEdge Advisors, LLC - investment Related - New Orleans, LA 70130 - RIA - Advisor - July 2021 - 160 hours per month - 160 hours per month during market - NewEdge Advisors s our RIA. 3. Licensed Insurance Agent - Life Insurance -Start: 05/2021 - Variable Life and Annuity start: 07/2021 - 12501 Seal Beach Blvd. -Suite 280 - Seal Beach, CA 90740. 4. Rent*No Invest*Seal Beach, CA *2/1/2025*Advisor*1 hr/0Hr*I will be paying rent for our office at the beginning of each month. Amanda Klein will write me a check for her portion of the rent. Additionally, the woman who rents office space from us, Lidia, will write me a check for her portion of the rent each month which totals $1,800.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-11-20
• S65 Uniform Investment Adviser Law Examination
  2019-09-24

Other Names

• Michael Thomas Klein
• Mike Klein