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23801 Calabasas Road Suite 1010, Calabasas, CA 91302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-05-15 |
| TX | RA | APPROVED | 2020-05-15 |
Branch Locations
23801 Calabasas Road Suite 1010, Calabasas, CA 91302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Century City | CA | 12/2008 | 05/2020 |
| Triagen Wealth Management Llc | Calabasas | CA | 05/2020 | Present |
| M.S. Howells & Co. | Calabasas | CA | 05/2020 | Present |
MAY 2020; MS HOWELLS & CO. CALABASAS, CA; INVESTMENT RELATED; REGISTERED BROKER-DEALER; REGISTERED REPRESENTATIVE; DEVOTE 8-10 HRS/MONTH DURING MARKET HOURS. MAY 2020: INSURANCE SERVICES, CALABASAS, CA; INVESTMENT RELATED; LIFE, DISABILITY, AND LTC INSURANCE; INSURANCE AGENT; DEVOTE 10 HRS/MONTH, 5 HRS DURING MARKET HOURS; MARCH 2020; 1. G5 ENDEAVORS, INC.; Investment related- Yes; 23801 Calabasas Rd STE 1010, CA 91302; Nature-S-Corp- 50% owner of TriaGen Wealth Management LLC; Position/Title- Owner; Start date- 3.26.20; 2 hours during market hours, 0 hours during trading hours; Description- G5 is owner of RIA, no additional duties outside managing RIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-26 |
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