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2437 Main Street, Santa Monica, CA 90405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tecolote Research Inc. | El Segundo | CA | 09/2016 | 01/2018 |
| Lpl Financial, Llc | Santa Monica | CA | 10/2017 | 11/2019 |
| Gerber Kawasaki Wealth & Investment Management | Santa Monica | CA | 01/2018 | Present |
(1) 10/31/2019 - Gerber Kawasaki Insurance Services - Investment related - At reported business location(s) - Non-Variable Insurance - start date:01/08/2018 - 5 hrs/mo - 0 hrs during trading. (2) GK Tax and Accounting, Santa Monica, CA; not investment related; provides and accounting services; Financial Advisor, refer clients to tax and accounting department and be the liaison between client and CPA. Start date: January 2021; I devote 5 hours per month to this business; 0 hours during securities trading hours. I refer clients to GK Tax and Accounting and I am a liaison between the client and CPA, financial planning advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-05 |
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