VR
Vetea J. Ribet
WESTSIDE INVESTMENT MANAGEMENT
SANTA MONICA, CA 90403
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CRD#: 4823379
VR
Professional summary
Vetea Jonathan Ribet is a registered financial advisor currently at WESTSIDE INVESTMENT MANAGEMENT, LLC located in Santa Monica, California and LPL FINANCIAL LLC located in Kahului, Hawaii.
Vetea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Vetea has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 2/6/2015: WESTSIDE INVESTMENT MANAGEMENT, INC. - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR - TIME SPENT 100%. (2) 9/17/2020 - No Business Name - Investment Related - Paia, HI 96779 - Real Estate Rental - Start Date: 7/1/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Bought this house on January 30th, 2020. Started renting it out as a long term rental on July 1st, 2020. (3) 02/25/2022 - Westside Investment Management, LLC - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START DATE: 02/08/2022 - 150 HOURS PER MONTH/4 HOURS DURING SECURITIES TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Vetea Jonathan Ribet's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 31, 2010 - Present
WESTSIDE INVESTMENT MANAGEMENT, LLC
Office #1: 2444 Wilshire Boulevard Suite 303, Santa Monica, CA 90403Office #2: 140 Hoohana, Suite 320, Kahului, HI 96732RIA
CRD#: 154522
SANTA MONICA, CA
Current
March 20, 2007 - Present
LPL FINANCIAL LLC
Office #1: 33 Lono Ave Ste 345, Kahului, HI 96732Office #2: 10900 Hefner Pointe Dr Ste 502, Oklahoma City, OK 73120-5006RIA
BD
CRD#: 6413
KAHULUI, HI
Past
February 21, 2008 - November 2, 2010
LPL FINANCIAL LLC
RIA
CRD#: 6413
SANTA MONICA, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WESTSIDE INVESTMENT MANAGEMENT, LLC
WESTSIDE INVESTMENT MANAGEMENT | WESTSIDE INVESTMENT MANAGEMENT, LLC | WESTSIDE INVESTMENT MANAGEMENT, INC.
CRD#: 154522 / SEC#: 801-71762
RIA
Registered Investment Advisory firm - (8/30/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/25/2020)
RR
California(6/19/2007)
IAR
California(8/31/2010)
RR
Colorado(10/17/2024)
RR
Florida(10/25/2013)
RR
Hawaii(10/19/2010)
IAR
Hawaii(11/3/2011)
RR
Michigan(1/9/2012)
RR
Missouri(4/2/2018)
RR
Nebraska(1/24/2023)
RR
Nevada(5/8/2012)
RR
New Jersey(5/6/2025)
RR
New Mexico(10/6/2010)
RR
New York(6/1/2023)
RR
Oregon(10/13/2010)
RR
Texas(1/21/2021)
RR
Vermont(1/7/2019)
RR
Washington(6/3/2011)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WI
WESTSIDE INVESTMENT MANAGEMENT, LLC
WESTSIDE INVESTMENT MANAGEMENT | WESTSIDE INVESTMENT MANAGEMENT, LLC | WESTSIDE INVESTMENT MANAGEMENT, INC.
CRD#: 154522 / SEC#: 801-71762
RIA
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Contact information
Main Address
2444 Wilshire Blvd Suite 303, Santa Monica, CA 90403
Mailing Address
Phone number
(310) 315-9400
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,339 |
| AUM (Assets Under Management) | $ 774,187,696 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
