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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-03-21 |
| TX | RA | APPROVED_RES | 2009-02-19 |
| CA | RA | APPROVED | 2008-12-09 |
Branch Locations
750 University Avenue Suite 250, Los Gatos, CA 95032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Los Gatos | CA | 11/2013 | Present |
1. Town of Los Gatos (Finance Commission), Los Gatos United StatesCalifornia-95030, Governmental Entity, The Finance Commission is advisory to the Town Council on financial, budgetary, and investment matters including but not limited to the annual budget, capital expenditures, and the Comprehensive Annual Financial Report. The Commission reviews and makes recommendations to the Town Council regarding the Town's financial policies, use of the Town's dedicated Sales tax revenue, new revenue opportunities, cost recovery fee structure, funding goals for reserves, and other topics, Advisor or advisory group member if advice given may influence an officer/board, Be part of a citizen advisory council to the Town Finance Commission, START DATE-12/1/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-15 |
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