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44 Montgomery Street Suite 3065, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-10 |
Branch Locations
44 Montgomery Street Suite 3065, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Coast Partners, Llc | San Francisco | CA | 06/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 08/2015 | 06/2017 |
| Ubs Financial Services, Inc. | San Francisco | CA | 06/2017 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-15 |
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