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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1999-11-08 |
Branch Locations
2800 Sand Hill Road Suite 100, Menlo Park, CA 94025 • United States
305 Lytton Avenue, Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Menlo Park | CA | 08/1999 | Present |
1) NAME OF OTHER BUSINESS:Foster Square 55+ Housing / INVESTMENT RELATED?: Yes / ADDRESS: 1008 Foster Square Lane #303 Foster City California 94404 US/ NATURE OF THE BUSINESS: Landlord of the property/ POSITION:Proprietor / owner/ DUTIES:Maintenance of the Property / START DATE: 11/1/2019
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-29 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-27 |
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