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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-06-15 |
| CA | RA | APPROVED | 2023-04-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Palm Desert | CA | 12/2015 | 06/2017 |
| Girard Securities | San Diego | CA | 06/2017 | 11/2017 |
| United Capital Financial Advisers | Newport Beach | CA | 06/2017 | 03/2023 |
| Jensen Wealth Advisors | Palm Desert | CA | 08/2015 | 06/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 12/2019 |
| Ubs Financial Services Inc | Indian Wells | CA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-08 |
| S66 | Uniform Combined State Law Examination | 2015-12-17 |
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