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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-08-26 |
| TX | RA | APPROVED | 2015-08-26 |
Branch Locations
888 San Clemente Drive, Newport Beach, CA 92660 • United States
Dana Point, CA • United States
Dana Point, CA • United States
Rancho Mirage, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Newport Beach | CA | 08/2015 | Present |
1) NOTARY, INV RELATED, CALIFORNIA, ORANGE COUNTY, START: 9/2011. 2) RENTAL PROPERTY - INVESTMENT RELATED. 70 EL TORO DRIVE, RANCHO MIRAGE, CA. LANDLORD - 100% OWNER WITH SPOUSE. START: 4/1/2011. 1 HOUR PER MO / 0 DURING TRADING. DUTIES: COLLECT RENT AND MANAGE PROPERTY OF VACATION RENTAL. 3) Hug-A-Day LLC / 30025 Alicia Parkway, Suite 210 Laguna Niguel,CA 92677 / Other/ Other Mobile Application / Mobile Application Development / Other / Member Managed LLC / Oversee Business Strategy / Start Date 01/01/2016/ LLC / 4) Jamee Rush/ investment related?: no / 33852 Del Obispo Unit 14 Dana Point CA 92629/ Real Estate/ Proprietor / owner/ Landlord/ start date: 6/15/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-04 |
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