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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2008-09-22 |
| TX | RA | APPROVED | 2008-09-19 |
Branch Locations
222 E. Carrillo St., Suite 106, Santa Barbara, CA 93101 • United States
2000 Avenue Of The Stars 12Th Floor South, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Los Angeles | CA | 09/2008 | Present |
SANTA MONICA - MALIBU EDUCATION FOUNDATION / 1649 16TH STREET SANTA MONICA,CA 90404 / FOUNDATION/ EDUCATION / MEMBER OF FOUNDATION'S INVESTMENT COMMITTEE / START DATE 10/24/2013 MMM Realty LLC/ Category- LLC for estate planning purposes owned by our family trust/ Principal Business Activity- LLC for estate planning purposes fully owned by our family trust. Only ownership is our primary residence./ Role - Partner/ Duty - None. Estate planning entity/ Comp - No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-06 |
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