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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-12-09 |
Branch Locations
1200 Harbor Boulevard, Weehawken, NJ 07086 • UNITED STATES
2000 Avenue Of The Stars 7Th Floor, Los Angeles, CA 90067 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Los Angeles | CA | 08/2015 | 06/2020 |
| First Republic Investment Management | Los Angeles | CA | 06/2020 | 11/2021 |
| Ubs Financial Services Inc. | Los Angeles | CA | 12/2021 | Present |
1. USC Gould School of Law - 2025 Tax Institute, I will be presenting on tax and estate planning strategies at the Tax Institute in 2025. It is continuing legal education for lawyers and CPAs, Los AngelesCalifornia United States-90089, I will present tax planning and estate planning strategies to a group of lawyers and accountants, start date-1/29/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-26 |
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