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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-12-12
CA RA APPROVED 2017-08-18
  • TX RA
    APPROVED
    Since 2018-12-12
  • CA RA
    APPROVED
    Since 2017-08-18

Branch Locations

2815 Townsgate Rd, Westlake Village, CA 91361 • 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 Century City CA 05/2017 Present
Crowdfundx Los Angeles CA 09/2016 05/2017
Leibo Management, Inc. Los Angeles CA 10/2014 05/2017
Bank Of America, N.A. Century City CA 10/2017 Present
  • 05/2017 → Present
    Century City, CA
  • 09/2016 → 05/2017
    Crowdfundx
    Los Angeles, CA
  • 10/2014 → 05/2017
    Leibo Management, Inc.
    Los Angeles, CA
  • 10/2017 → Present
    Bank Of America, N.A.
    Century City, CA
Other Businesses

I*106279 For profit or not for profit: For-Profit Organization Name of outside business organization: Leibo Management, Inc. Investment related: N Address of business: Encino, California 91426 Nature of business: S-Corp, Position, title, association: Owner, Start date of relationship: 10/20/2014 Number of hours devoted: 12 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: It's a talent Management company represents actors, producer, writers, etc. As the owner of the company, I do mostly the bookkeeping on weekends. I*106280 For profit or not for profit: For-Profit Organization Name of outside business organization: Leibo Media, LLC Investment related: N Address of business: Los Angeles, California 91426 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 10/14/2014 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: This is an entity I registered but never used. I plan to not renew it. I*122342 For profit or not for profit: For-Profit Organization Name of outside business organization: Tupelo Properties, LLC Investment related: Y Address of business: Calabasas, California 91302 Nature of business: LLC, Position, title, association: General Partner, Start date of relationship: 4/9/2019 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Buying an investment property with my two sisters from our grandparents. We are putting it into this newly created LLC. Will help manage the property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-17
  • S66 Uniform Combined State Law Examination
    2017-08-17
Other Names
  • Jason Leibovitch

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