Kiran Nicholas Hodgdon
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Gerber Kawasaki Wealth & Investment ManagementJun 2026 to now
- Cal Poly San Luis ObispoAug 2025 to Jun 2026
- Capital GroupJun 2025 to Aug 2025
- Cal Poly San Luis ObispoSep 2024 to Jun 2025
- Capstone Management PartnersJan 2024 to Sep 2024
- Cal Poly San Luis ObispoSep 2023 to Jan 2024
- Steve and Kates CampJul 2023 to Sep 2023
- Cal Poly San Luis ObispoSep 2022 to Jul 2023
- John Marshall High SchoolAug 2018 to Sep 2022
- Thomas Starr King Middle SchoolSep 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Gerber Kawasaki Wealth & Investment Management
Legal name: Gerber Kawasaki, Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8119357
- 153649