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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-04 |
| CA | RA | APPROVED | 2013-01-15 |
Branch Locations
12220 El Camino Real Suite 400, San Diego, CA 92130 • United States
600 West Broadway Suite 2100, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Diego | CA | 01/2013 | Present |
1) La Jolla Golden Triangle Rotary Club and its Foundation/ investment related?: no/ University Town Center, CA/ Board member for the Club and Treasurer for the Club Foundation/ start date: 7/1/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-12 |
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