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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-07-14 |
| CA | RA | APPROVED | 2010-01-01 |
| TX | RA | APPROVED | 2010-01-01 |
Branch Locations
305 Lytton Avenue, Palo Alto, CA 94301 • United States
555 California Street 33Rd Floor, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Diego | CA | 01/2010 | Present |
1)1464 Normandy Dr. LLC, Mountain View United States, single member LLC, Real Estate, rental, Proprietor / owner, start date- 7/18/2024, rental income , passive income for future retirement.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-19 |
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