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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-03 |
| CA | RA | APPROVED | 2012-10-25 |
Branch Locations
2121 Rosecrans Avenue Suite 1300, El Segunda, CA 90245 • United States
135 S. State College Blvd Suite 650, Brea, CA 92821 • United States
2121 Rosecrans Avenue Suite 1300, El Segundo, CA 90245 • United States
La Canada, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Los Angeles | CA | 11/2013 | Present |
La Canada Flintridge Educational Foundation / 4490 Cornishon Ave La Canada,CA 91011 / Foundation/ Education / fundraising for la canada school district / Member of Board of Directors / I would serve on one or more committees to help the foundation achieve its goals. As of June 2019 I'm also going to join the executive committee as the Treasurer. / Start Date 7/1/2017 / CFA Institute / 915 East High StreetCharlottesvilleVAUnited States22902 / CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education. It aims to promote the standards in ethics, education, and professional excellence in the global investment industry. / help grade exams in 2022 for the CFA exam / Volunteer grader / 1/1/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-19 |
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