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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-08 |
Branch Locations
555 California Street 33Rd Floor, San Francisco, CA 94104 • United States
San Leandro, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Francisco | CA | 03/2021 | 05/2022 |
| Hsbc Bank, Usa | San Francisco | CA | 10/2013 | 03/2021 |
| Ubs Financial Services Inc. | San Francisco | CA | 05/2022 | Present |
IN-HOME SUPPORT SERVICES| NOT INVESTMENT RELATED| HEALTHCARE SERVICES| IHSS PROVIDER| STARTED DATE 07.15.2015| FOR APPROXIMATELY 20-40 HOURS PER MONTH, NONE DURING TRADING HOURS| PROVIDE PERSONAL CARE FOR A FAMILY MEMEBER. IHSS / 77 Otis StreetSan FranciscoCaliforniaUnited States94103 / IHSS helps older adults and people with disabilities with daily activities such as bathing, dressing, laundry, shopping, and cooking. / Provide personal care for a family member with laundry, shopping, and cooking / 7/15/2015
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-06 |
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