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2437 Main Street, Santa Monica, CA 90405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Santa Monica | CA | 11/2014 | 04/2019 |
| Gerber Kawasaki, Inc. | Santa Monica | CA | 11/2014 | Present |
(1) 10/21/2014 - GERBER KAWASAKI INSURANCE SERVICES/ NON-VARIABLE INSURANCE/ 100%/ SANTA MONICA, CA. (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. (3) 1/1/2021 - I am an owner and rent out the other unit at my address for $2,300 per month (632 Loma Drive). Takes 1 hour per month, not during business hours, not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-12-10 |
| S65 | Uniform Investment Adviser Law Examination | 2014-11-21 |
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