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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-04-21 |
Branch Locations
2000 Avenue Of The Stars 7Th. Floor North, Los Angeles, CA 90067 • United States
1200 Harbor Boulevard, Weehawken, NJ 07086 • UNITED STATES
Santa Monica, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Los Angeles | CA | 08/2020 | Present |
| Greenberg Glusker Fields Claman & Machtinger | Los Angeles | CA | 05/2014 | 08/2020 |
1. Trustee, The SKC Children's Trust. address: 40 Encino Ave, Camarillo, CA 93010. Family-related irrevocable trust. 1 hour/month entirely during non-securities trading hours. Duties are all duties required of a trustee, including possible asset investment decisions. Commenced serving June 2016. 2. Trustee, The Durst Cabin Trust. Address: 40 Encino Ave, Camarillo, CA 93010. Family-related irrevocable trust. 1 hour/month entirely during non-securities trading hours. Duties are all duties required of a trustee, including possible asset investment decisions./ all Trustee duties for administration of irrevocable trust domiciled in California, USA./Irrevocable trust for the benefit of the descendants of Howard and Myrtle Durst/Commenced serving May 2015.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-21 |
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