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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-06-08 |
| CA | RA | APPROVED | 2026-05-18 |
Branch Locations
555 California Street 32Nd Floor/ Suite 3200, San Francisco, CA 94104 • United States
937 Tahoe Blvd Suite 201, Incline Village, NV 89451 • United States
305 Lytton Avenue, Palo Alto, CA 94301 • United States
355 Santana Row Suite 2050, San Jose, CA 95128 • United States
1255 Treat Blvd Suite 1000, Walnut Creek, CA 94596 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Francisco | CA | 06/2013 | 05/2026 |
| Ubs Financial Services Inc. | San Francisco | CA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-16 |
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