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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-02-03 |
| CA | RA | APPROVED | 2023-01-23 |
| TX | RA | APPROVED | 2023-01-20 |
Branch Locations
937 Tahoe Blvd Suite 201, Incline Village, NV 89451 • United States
Incline, NV • United States
Reno, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 11/2013 | 01/2023 |
| Bank Of America, N.A. | San Francisco | CA | 12/2013 | 01/2023 |
| Ubs Financial Services Inc. | Incline Village | NV | 01/2023 | Present |
ONE Equine LLC; Reno, Nevada 89511; Company; Agriculture & Livestock; My wife is starting her own business as a horse therapy and injury recovery; Partner; My ownership is purely set up for estate planning purposes with my wife. I have zero influence over her decisions with the business.; Start date: 7/1/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-20 |
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