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Investment Adviser Firm Summary

LIBERTY WEALTH MANAGEMENT, LLC (CRD# 106036 / SEC# 8-52994, 801-64934)
Alternate Names: GELORMINI FINANCIAL , GRANITE BAY ASSETS , KILBY WEALTH STRATEGIES , LIBERTY GROUP, LLC , LIBERTY WEALTH MANAGEMENT, LLC , MOORE FINANCIAL ADVICE , PARADIGM GROUP , VITA COMPANIES

The adviser's REGISTRATION status is listed below.


This adviser is also a brokerage firm

REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 01/03/2006

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Arizona 03/27/2008
California 11/19/1997
Colorado 07/14/2009
District of Columbia 04/17/2012
Florida 02/18/2015
Idaho 03/27/2008
Illinois 10/07/2015
Maine 11/13/2015
Maryland 06/11/2013
Massachusetts 08/28/2013
Michigan 08/23/2010
Nebraska 03/27/2008
Nevada 02/04/2008
New York 01/07/2011
North Carolina 09/15/2016
Ohio 11/13/2015
Oklahoma 04/11/2016
Oregon 03/27/2008
Pennsylvania 01/21/2009
South Carolina 11/13/2015
Texas 01/07/2011
Virginia 03/05/2009
Washington 06/29/2006
Wisconsin 10/07/2015

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser