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8255 Beverly Blvd, Los Angeles, CA 90048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Century City | CA | 09/2015 | 11/2022 |
| Brand New Day Wealth Planning, Llc | Los Angeles | CA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-21 |
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