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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-05-11 |
| CA | RA | APPROVED | 2011-11-23 |
Branch Locations
Santa Monica, CA • United States
131 South Rodeo Drive Suite 300, Beverly Hills, CA 90212 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Beverly Hills | CA | 11/2011 | Present |
1) Rental Property - N. Las Casas Ave Pacific Palisades, CA 90272 / Pacific Palisades, CA 90272 Los Angeles,CA 90272 / Other / Real Estate / Purchased single family home for rental / Proprietor / owner / Ownership / This is a property that I am disclosing / Start Date 2/26/2018 /// 2) Cohen Trust 6/12/2012 / Los Angeles, CA / United States / Trustee / Manage Real Estate Holdings / No / No / Yes / Start Date 6/12/2012 3) Rental Property - N. Citrus Ave 90038, Los Angeles CAUnited States-90038, Rental property, I co-own property, Real Estate, Duplex, rental property, Proprietor / owner, start date-7/12/2024, Estate planning purposes, inherit property in the future. 4) Rental Property - San Vicente Blvd 90048, CAUnited States- 90048, Rental property, I am sole owner, Real Estate, Single family home, rental property, Proprietor / owner, Property Management, start date-7/12/2024, Generate rental income. 5) Hollywood Asset CA, LLC, Pacific Palisades, CAUnited States- 90272, Sole proprietorship, Real Estate, Property management website for only properties that I solely own, Proprietor / owner, Property management for properties I solely own, start date-7/11/2024. 6) 6551 Del Playa Drive, Rental Property, Property Management, start date-9/22/2017, CA United States-63117. 7) 5230 W. Olympic Blvd Los Angeles, CA 90036, Purchasing four unit apartment building, Proprietor / owner, Ownership, start date-6/8/2018.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-18 |
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