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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-10-19 |
| CA | RA | APPROVED | 2008-11-12 |
Branch Locations
1255 Treat Blvd Suite 1000, Walnut Creek, CA 94596 • United States
Moraga, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Walnut Creek | CA | 11/2008 | Present |
PKCGJ LAMORINDA A CALIFORNIA LTD. PARTNERSHIP; 120 Cypress Point Way, Moraga, CA 94556; Holding entity for family owned real estate; Partner; Ensure administrative items are complete; 4/16/2018; Business hours per month: No Fore Our Schools Foundation, Fundraising to benefit Moraga schools, Member of Board of directors, Treasurer duties and assist with events, start date-6/1/2018, Moraga CA United States-94556.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-31 |
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