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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-21 |
| TX | RA | APPROVED | 2022-10-21 |
Branch Locations
555 California St 34Th, 36Th & 46Th Floors, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Francisco | CA | 08/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 10/2022 |
| Ubs Financial Services Inc | San Francisco | CA | 10/2022 | Present |
1) Name of business: Oakland Children's Fairyland Inc./ Address: 669 Bellevue Avenue Oakland CAUnited States 94610./ Investment Related: No./ Nature: "Children's Fairlyland operates a storybook theme park in Oakland, CA, serving more than 200,000 visitors annually. Children engage with their story-themed play sets, see puppet shows, observe gentle animals and climb, slide, run & play. Other programs include: ? The organization's community outreach program focuses on increasing access to Fairyland and funding field trips and other programming for underserved school and communities. ? The children's theater program provides affordable performing arts education and opportunities for children 8-10 years old. ? The summer camp is commited to promoting children's imagination and social/emotional skills" Role: Member of a committee with management / supervisor functions./ Duty: As a member of the audit committee I would assist in the oversight of the organization's annual audit and audit process./ Start Date: 9/11/2023./ Time Required: N/A.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-21 |
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