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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-11-07 |
| TX | RA | APPROVED_RES | 2021-01-25 |
| ME | RA | APPROVED | 2019-04-01 |
Branch Locations
One Post Office Square, Boston, MA 02109 • United States
888 San Clemente Drive, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Boston | MA | 08/2014 | Present |
1) 918 W Balboa Blvd B LLC, Newport BeachCalifornia United States-92663, Company, Real Estate, Second home that acts as a rental property, Partner, My wife and I own the property together in an LLC. We now do very little because we have a property management team who does everything. We essentially just collect checks and pay bills, start date- 3/1/2024, Generate passive income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-27 |
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