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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-29 |
| TX | RA | APPROVED | 2022-09-23 |
Branch Locations
1700 South 10Th Street Paseo Plaza Shopping Center, Mcallen, TX 78503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trb Wealth Management, Llc | Harlingen | TX | 11/2021 | 07/2022 |
| Ubs Financial Services | Mcallen | TX | 11/2014 | 11/2021 |
| Ubs Financial Services | Mcallen | TX | 08/2022 | Present |
#2. RANCHO LA HERMITA LLC; INVESTMENT RELATED; 901 W. HACKBERRY, MCALLEN, TEXAS 78501; REAL ESTATE HOLDING COMPANY. BUY/SELL & FLIP PROPERTIES IN THE NAME OF LLC AS WELL AS IN MY PERSONAL NAME; EQUITY OWNER/MEMBER SINCE 2021; LESS THAN 5 HOURS PER MONTH WITH ZERO DURING TRADING HOURS; BUSINESS OWNER HOWEVER PROPERTY & BUSINESS MANAGEMENT HAS BEEN DELEGATED TO MY HUSBAND WHO IS A REAL ESTATE BROKER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-23 |
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