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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-04-11 |
| CA | RA | APPROVED | 2002-11-28 |
Branch Locations
750 University Avenue Suite 250, Los Gatos, CA 95032 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Jose | CA | 09/2002 | Present |
Marietta College / Marietta United States,Ohio marietta.edu / No/ George Fenton Chair College Oversight / No / Trustee / / Trustee / Start Date 7/30/15-8/3/20 Los Gatos Education Fund / 17010 Roberts Road Los Gatos,CA 95032 / Foundation/ Education / None / Member of Board of Directors / / Event Organization / Start Date 03/24/2017 / Los Gatos Union School District Advisory Committee / 17010 Roberts Road, Los Gatos, CA 95032 / United States/ No / Educational Establishment / Advisory Committee of parents to the school board. / Advisor or advisory group member if advice given may influence an officer/board / Advise the school board on the community input as a parent. / Start Date 10/1/2019 / No / No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-27 |
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