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1 Post Office Square Suite 2200, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-12-11 |
| MA | RA | APPROVED | 2025-11-17 |
| CA | RA | APPROVED | 2025-11-14 |
| TX | RA | APPROVED | 2025-11-14 |
Branch Locations
880 Apollo Street Suite 237, El Segundo, CA 90245 • United States
1 Post Office Square Suite 2200, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co. | Boston | MA | 08/2004 | 02/2020 |
| Ubs Financial Services Inc | Boston | MA | 02/2020 | 11/2025 |
| 71 West Capital Partners, Llc | Manhattan Beach | CA | 11/2025 | Present |
1) Two Minuteman LLC/ 863 Galloway Street/ Pacific Palisades/ California 90272/ United States/ Sole proprietorship / Real Estate / Proprietor / owner /this is an LLC that holds real estate properties. Right now there is only one property in the entity./I rent out the property and decide on maintenance expenses, costs, etc/ Investment in cpmoany?: Yes, 100%/ Authority to make investment decisions?: Yes/ Start Date 7/1/2015 /// 2) Mayflower 2, LLC / Sole proprietorship / real estate / rental property / Partner / paying bills, managing rentals /// 3) 330 Barrington LLC / Sole proprietorship / real estate rental property / Partner / manage the real estate property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-18 |
| S66 | Uniform Combined State Law Examination | 2005-01-21 |
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