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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-09-15 |
| VA | RA | APPROVED | 2024-09-30 |
| FL | RA | APPROVED | 2023-09-07 |
| CA | RA | APPROVED | 2016-10-26 |
| TX | RA | APPROVED | 2016-10-26 |
Branch Locations
1700 M Street Nw 5Th Floor, Washington, DC 20036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland | CA | 02/2006 | 10/2016 |
| Ubs Financial Services Inc | Walnut Creek | CA | 10/2016 | Present |
1) NAME OF OUTSIDE BUSINESS ORGANIZATION: JULIANA PARK; INVESTMENT RELATED: N; ADDRESS OF BUSINESS: OAKLAND, CALIFORNIA 94611; NATURE OF BUSINESS: SOLE PROPRIETORSHIP; POSITION, TITLE, ASSOCIATION: OWNER; START DATE OF RELATIONSHIP: 6/5/2013; NUMBER OF HOURS DEVOTED: 40 HOUR(S) MONTHLY; NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0; DUTIES: AUTHOR, SPEAKER, COACHING SELECT INDIVIDUALS TO CREATE AN ABUNDANT LIFE. WORKSHOP LEADER. /// 2) Rental property on N. Hartford ,Arlington, VA United States, real estate, Real Estate, owner, Proprietor / owner, maintain property; collect rent; pay taxes and insurance, Start date - 12/10/2025 /// 3) Juliana Park/Conscious Wealth / Oakland, CA 94611 / Sole proprietorship/ Education / Writer, speaker, life coach / Sole proprietorship / / speaking / Start Date 01/31/2013 /// 4) Truckee, CA 96161 - INVESTMENT PROPERTY; Truckee, CA 96161; Partnership; Real Estate; Rental Property; Proprietor / owner; Owner rental property; Start date: 7/23/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-09 |
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