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Reading the graph
Advisor at GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
SANTA MONICA, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | Independent wealth | May 21, 2025 | n/a | yes | SANTA MONICA, CA | Current employment |
| ASSETMARK, INC. | Bd affiliated wealth | Jan 30, 2020 | Sep 25, 2024 | no | Encino, CA|CONCORD, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ASSETMARK, INC. | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | Sep 25, 2024 | May 21, 2025 | 238 | Firm change | Ibd to RIA |