Gerber Kawasaki Wealth & Investment Management

Adviser/team AUM: $175,000,000

Move Details

Firm leaving SagePoint Financial
Firm joining LPL Financial
Adviser(s) location

Santa Monica, CA

Date announced October 24, 2012
Transition date October 22, 2012

Latest Moves to LPL Financial

Adviser(s) Date announced
Jeffrey Kelley, Micah KelleySeptember 15, 2015
Brian SmithSeptember 15, 2015
Lilian LoSeptember 15, 2015

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.