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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-10-29 |
| TX | RA | APPROVED | 2013-10-29 |
Branch Locations
2000 Avenue Of The Stars 12Th Floor South, Los Angeles, CA 90067 • United States
3011 Townsgate Road Suite 300, Westlake Village, CA 91361 • United States
Calabasas, 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 | 10/2013 | Present |
1) CAL BETA PARTNERS; INVESTMENT RELATED; 207 BELOIT AVENUE; LOS ANGELES, CA 90049; LLC FOR THE PURPOSE OF INVESTING IN REAL ESTATE; PARTNER / INVESTOR; START DATE 05-FEB-2007; HRS PER MO, 0 - 20; DURING TRADING HRS, NONE. /// 2) MGC SEPULVEDA / CALABASAS,CA 91302 / SOLE PROPRIETORSHIP/ REAL ESTATE / RESIDENTIAL REAL ESTAE / SOLE PROPRIETORSHIP / / 100% OWNER / START DATE 6/11/2014 /// 3) BIG HOLE MEADOWS LLC / 57610 HIGHWAY 43 WISE RIVER,MONTANA 59762 / PARTNERSHIP/ REAL ESTATE / PERSONAL USE REAL ESTATE / PARTNER / START DATE 3/3/2004 /// 4) MGC Vanowen / Calabasas,CA 91302 / Sole proprietorship/ Real Estate / Apartment building / Sole proprietorship / / No duties / Start Date 09/14/2016 /// 5) Sierra Canyon School / 20801 Rinaldi Street Chatsworth,CA 91311 / Other/ Education / Education / Member of Board of Directors / / Acting as one of 20 board members / Start Date 9/9/2015/ School /// 6) MGC Lanark LLC / Sole proprietorship / Residential real estate / Sole proprietorship / Managing member 7) Tower Club 13 LLC, The is a personal residence used as a second home, Partner, start date-5/19/2021, Park CityUT United States-84036.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-13 |
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