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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-02-13 |
| CA | RA | APPROVED | 2008-09-18 |
Branch Locations
555 California Street 32Nd Floor/ Suite 3200, San Francisco, CA 94104 • United States
Alamo, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Francisco | CA | 09/2008 | Present |
1) Name of Business: San Ramon Valley High School./ Address: 501 Danville BlvcDanvilleCalifornia United States 94526./ Investment Related: No./ Nature: Organizes parent involvement in the financial support of the 22 athletic teams at San Ramon Valley H.S. The Boosters help pay for equipment, facilities and gernal expeses associated ith running a high quality Athletic Department./ Role: Member of Board of directors./ Duty:Treasurer: keep accurate record of receipts and disbursements; pay out locals funds as duly authorized./ Start Date: 5/1/2023./ Hours Devoted: No.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-21 |
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