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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED | 2025-08-14 |
Branch Locations
300B Drakes Landing Road Ste 155, Greenbrae, CA 94904 • United States
San Anselmo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Francisco | CA | 03/2016 | 08/2025 |
| Rbc Capital Markets, Llc | Marin | CA | 08/2025 | Present |
| City National Bank | Marin | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-09 |
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