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44 Montgomery Street Suite 3065, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-10 |
Branch Locations
44 Montgomery Street Suite 3065, 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 Francisco | CA | 10/2003 | 06/2026 |
| Beacon Coast Partners, Llc | San Francisco | CA | 06/2026 | Present |
1) Mina's List / 241 Perkins St, Unit I-502 Boston MA 02139 US/ Member of Board of Directors / Board of Directors / Charity/Education of potential female government candidates around the world, particularly in countries where women have been under-represented/ Treasurer, responsible for all funds and securities of the organization as well as accounts payable and receivable/Authority to make investment decisions?; Yes/ Start Date 7/1/2020 2) Orinda Country Club, member of the finance committee at Orinda Country Club, Member of a committee representing the interests of any third partyAdvise club on managing their business affairs, start date-1/1/2019, OrindaCAUnited States94563
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-09-11 |
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