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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 6, 2026 | n/a | yes | SANTA MONICA, CA | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Feb 20, 2025 | Jun 25, 2025 | no | LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | Jun 25, 2025 | May 6, 2026 | 315 | Firm change | Ibd to RIA |