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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-01
  • CA RA
    APPROVED
    Since 2025-04-01

Branch Locations

2000 Avenue Of The Stars 12Th Floor South, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Expeditors Hawthorne CA 09/2013 04/2017
Georgetown University Student Guard Program Washington DC 08/2017 08/2018
Georgetown University, Office Of Residential Living Washington DC 08/2018 08/2019
Mccourt School Of Public Policy Washington DC 09/2019 05/2021
Ubs Financial Services Inc. Weehawken NJ 08/2021 Present
Verbum Dei High School Los Angeles CA 08/2013 05/2017
  • 09/2013 → 04/2017
    Expeditors
    Hawthorne, CA
  • 08/2017 → 08/2018
    Georgetown University Student Guard Program
    Washington, DC
  • 08/2018 → 08/2019
    Georgetown University, Office Of Residential Living
    Washington, DC
  • 09/2019 → 05/2021
    Mccourt School Of Public Policy
    Washington, DC
  • 08/2021 → Present
    Weehawken, NJ
  • 08/2013 → 05/2017
    Verbum Dei High School
    Los Angeles, CA
Other Businesses

1. Minds Matter of Los Angeles, Minds Matter connects driven and determined students from low-income families with the people, preparation, and possibilities to succeed in college and beyond. The 100% volunteer-based organization offers mentorship, standardize test-prep, tailored curriculums on various subjects, career prep, and more. My role is to help facilitate some sessions that touch on financial literacy, college readiness, and career exploration. I also serve as a part-time alumni consultant/success coach for ad-hoc projects, alumni relations, and peer-to-peer mentorship initiatives, Porter RanchCA United States-91326, I often lead sessions that touch on financial literacy, college readiness, and career exploration. I also assist with mentoring the next generation of students through their college success coach programming. Lastly, I will be assisting with annual alumni, fundraising, and networking events for the organization (i.e. annual galas, Career Incubators, etc.), start date-1/1/2025.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-11
S63 Uniform Securities Agent State Law Examination 2023-02-22
  • S65 Uniform Investment Adviser Law Examination
    2023-04-11
  • S63 Uniform Securities Agent State Law Examination
    2023-02-22

View on SEC IAPD

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