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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-29 |
Branch Locations
2000 Avenue Of The Stars 12Th Floor South, Los Angeles, CA 90067 • United States
400 S. El Camino Real Suite 900, San Mateo, CA 94402 • United States
San Carlos, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Weston | FL | 08/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Weston | FL | 11/2016 | 09/2019 |
| Rbc Capital Markets, Llc. | Beverly Hills | CA | 10/2019 | 12/2020 |
| Morgan Stanley | Los Angeles | CA | 12/2020 | 07/2025 |
| Ubs Financial Services Inc | Los Angeles | CA | 07/2025 | Present |
#597044- Rental Property Investment related -Yes; Pompano Beach, Florida; Rental Property; Property Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 0; After business hours: 0; I am renting out my home in Florida
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-30 |
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