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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-04-03 |
| CA | RA | APPROVED | 2023-10-12 |
| TX | RA | APPROVED | 2023-10-12 |
Branch Locations
3011 Townsgate Road Suite 300, Westlake Village, CA 91361 • United States
Westlake Village, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Encino | CA | 11/2003 | 10/2023 |
| Bank Of America, N.A. | Encino | CA | 09/2009 | 10/2023 |
| Ubs Financial Services | Westlake Village | CA | 10/2023 | Present |
I*886355 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Pocono, Pennsylvania, 96670 Nature of business: Position, title, association: Co-owner with non-family members, Start date of relationship: 6/27/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , 2) A&M Partner Holdings LLC,CAUnited States,LLC - 50% owned by my wife and I and 50% owned by my partner in this investment and his wife,Real Estate,WE ARE BUYING A RENTAL PROPERTY AND ADDING 1 OR 2 ADU'S TO BE RENTED OUT. PLANNING ON A LONG TERM HOLD.,Partner,COLLECTING RENT, PAYING BILLS, PROPERTY MANAGEMENT,Start date 9/9/2025, investment-Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-27 |
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