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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-02 |
| CA | RA | APPROVED | 2022-06-27 |
Branch Locations
555 California Street 32Nd Floor/ Suite 3200, San Francisco, CA 94104 • United States
San Anselmo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Beverly Hills | CA | 07/2007 | 11/2016 |
| Wells Fargo Advisors Llc | Beverly Hills | CA | 01/2011 | 11/2016 |
| Bny Mellon Wealth Management | San Francisco | CA | 11/2016 | 06/2022 |
| Mbsc Securities Corporation | San Francisco | CA | 10/2018 | 06/2022 |
| Ubs Financial Services.iNc | Wilmington | CA | 06/2022 | Present |
1. H. K. Living Trust, TiburonCAUnited States-94920, Revocable family trust that owns assets for F.H. and T.K. , the two co-trustees of the Trust, successor trustee and executor of estate, Start date-1/1/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-21 |
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