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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-01-22 |
Branch Locations
2 Belvedere Place Suite 220, Mill Valley, CA 94941 • 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 |
|---|---|---|---|---|
| Robert W. Baird | San Francisco | CA | 03/2011 | 01/2020 |
| Ubs Financial Services Inc. | Mill Valley | CA | 01/2020 | Present |
Name/Address:Make a Wish, Bay Area 1333 Broadway, #200 Oakland CA 94612 Investment related. Start date: 1/1/2019 Role/Responsibility: Question the guidance of the financial services provider/oversee the financial services provider, Help manage the investments. Hours spent: 2 hours/week, 1 hour/week during trading hours The Better Angels Society / United States / 2000 Massachusetts Ave. Washington, DC 20036 / Foundation / Charity / TO fund the films of Ken Burns / Member of Board of directors / Finance and audit committees / Yes, as member of a audit committee / Start Date 1/1/2014 3) Name of Business: Take me to the River./ Address: 1505 Bridgeway, suite 201Sausalito United States 94965./ Investment Related: No./ Nature: Building music educational programs for public schools./ Role: Member of Board of directors./ Duty: Strategic planning./ Start Date: 1/1/2023./ Hours Devoted: No./ Time Required: yes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-04-14 |
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