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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-03-27 |
| SC | RA | APPROVED | 2023-08-16 |
| AL | RA | APPROVED | 2023-07-13 |
| TX | RA | APPROVED_RES | 2008-06-09 |
| CA | RA | APPROVED | 2005-09-01 |
Branch Locations
3030 Old Ranch Pkwy Suite 300, Seal Beach, CA 90740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Long Beach | CA | 03/2004 | Present |
Provisors / 15165 Ventura Blvd., Suite 425 Sherman Oaks,CA 91403 / Company/ Other Networking organization / Professional Networking Organization / Other / Group Leader for Long Beach Chapter / I lead the meetings and run the group / Start Date 6/1/09 / I attend networking meetings Able ARTS Work / 3626 E. Pacific Coast Highway Long Beach,CA 90804 / Other/ Education / Arts and Services for Disabled Adults / Other / I will volunteer on their Gala event planning committee / Ensure that the gala is well attended, â?¢ Spread understanding about Able ARTS Work to the broader community, especially to thought and opinion leade / Start Date 01/17/2017/ Nonprofit / Attend 5 lunch meetings Memorial Medical Center Foundation / 2801 Atlantic Avenue Long Beach,CA 90806 / Foundation/ Health Care & Pharmaceuticals / Healthcare / Other / Committee member of Dancing For Our Stars / Event planning and Dancer Liasion / Start ate 11/16/2015 /We meet once a month during lunch CFP Board, CE Sponsor / 1425 K Street NW #800 Washington, DC,20005 / United States / No / Active / www.cfp.net / I would be a CE Sponsor/Presenter of their CFP Ethics Presentation. I would be able to present a presentation that the CFP Board has created and has been pre-accepted for CE credit. / Start Date 7/25/2019 /
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-31 |
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