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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-06 |
Branch Locations
580 California Street Suite 2300, San Francisco, CA 94104 • 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 International Inc. | San Francisco | CA | 06/2004 | 03/2024 |
| Ubs Financial Services Inc. | San Francisco | CA | 01/2010 | 03/2024 |
| Morgan Stanley Smith Barney Llc | San Francisco | CA | 03/2024 | 12/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2024 | 12/2025 |
| Oppenheimer& Co. Inc. | San Francisco | CA | 03/2026 | Present |
| Unemployed | San Mateo | CA | 12/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-22 |
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