Best Investors Account Sign in
Inactive

Alexandra John Markulis

The Wealth Collaborative

Santa Monica, CA

Lake Saint Louis, MO

Claim This Profile
Current Employers
The Wealth Collaborative

Lake Saint Louis, MO • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-29
MO RA APPROVED 2024-09-24
  • CA RA
    APPROVED
    Since 2024-10-29
  • MO RA
    APPROVED
    Since 2024-09-24

Branch Locations

Santa Monica, CA • United States

Lake Saint Louis, MO • 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
Rolling Hills Country Day School Rolling Hills CA 06/2017 08/2017
Jzpr Santa Barbara CA 10/2017 04/2018
Our Lady Of Mount Carmel School Montecito CA 10/2017 04/2018
University Of California, Santa Barbara Santa Barbara CA 09/2016 03/2018
Ubs Financial Services Inc. Los Angeles CA 07/2018 08/2024
Unemployed Rancho Palos Verdes CA 05/2018 06/2018
The Wealth Collaborative Llc Lake Saint Louis MO 08/2024 Present
  • 06/2017 → 08/2017
    Rolling Hills Country Day School
    Rolling Hills, CA
  • 10/2017 → 04/2018
    Jzpr
    Santa Barbara, CA
  • 10/2017 → 04/2018
    Our Lady Of Mount Carmel School
    Montecito, CA
  • 09/2016 → 03/2018
    University Of California, Santa Barbara
    Santa Barbara, CA
  • 07/2018 → 08/2024
    Ubs Financial Services Inc.
    Los Angeles, CA
  • 05/2018 → 06/2018
    Unemployed
    Rancho Palos Verdes, CA
  • 08/2024 → Present
    The Wealth Collaborative Llc
    Lake Saint Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-08
  • S66 Uniform Combined State Law Examination
    2019-02-08
Other Names
  • Ali Markulis
  • Alexandra Markulis

View on SEC IAPD

More in Santa Monica, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor