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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-26 |
| CA | RA | APPROVED | 2018-01-10 |
Branch Locations
2 Belvedere Place Suite 220, Mill Valley, CA 94941 • United States
305 Lytton Avenue, Palo Alto, CA 94301 • United States
Mill Valley, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Lights Distributors, Llc | Omaha | NE | 02/2016 | 12/2017 |
| Wright Fund Management, Llc | Santa Monica | CA | 02/2016 | 12/2017 |
| Ubs Financial Services Inc. (8174) | Menlo Park | CA | 12/2017 | Present |
1) Life Service Alternative Homes/ 1922 The Alameda Suite 400 California /San Jose95126 / California/ United States/https://www.lsahomes.org/about// Foundation / Life Services Alternatives provides exceptional community living and programs for adults with disabilities./ Work with the Executive Committee and other board members to ensure proper stewardship of the assets of the Non Profit. Chair of the Investment Committee./Member of the Board of Directors and Chair of the Investment Committee/Start Date 3/1/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-16 |
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