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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-12 |
| CA | RA | APPROVED | 2014-09-09 |
Branch Locations
888 San Clemente Drive, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Newport Beach | CA | 09/2014 | Present |
Cal State Fullerton Philanthropic Foundation - Finance and Investment Committee / United States / 2600 Nutwood Ave, Ste 830, Fullerton, CA 92831 / Foundation / http://foundation.fullerton.edu/ / Oversee the endowment for the Philanthropic Foundation / Member of a committee with management / supervisor functions / Help the Finance and Investment Committee oversee the operation of the endowment / Start Date 11/1/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-05 |
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