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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-21
  • CA RA
    APPROVED
    Since 2025-07-21

Branch Locations

888 San Clemente Drive, Newport Beach, CA 92660 • 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
Mariners Church Irvine Irvine CA 09/2016 08/2021
Ey Irvine CA 09/2021 09/2024
Ubs Financial Services Inc. Newport Beach CA 09/2024 Present
Saddleback Valley Christian Schools San Juan Capistrano CA 09/2014 09/2016
  • 09/2016 → 08/2021
    Mariners Church Irvine
    Irvine, CA
  • 09/2021 → 09/2024
    Ey
    Irvine, CA
  • 09/2024 → Present
    Newport Beach, CA
  • 09/2014 → 09/2016
    Saddleback Valley Christian Schools
    San Juan Capistrano, CA
Other Businesses

N/A,United States,CAUnited States,Rental Property,Real Estate,Manage rental properties, screen and choose tenants,Owner,Screen tenants, perform/schedule maintenance, collect money, Start date -10/10/2024 American Beach Volleyball Club,Coach volleyball,CAUnited StatesCoach athletes how to play beach volleyball, Start date 3/20/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-19
  • S66 Uniform Combined State Law Examination
    2025-07-19

View on SEC IAPD

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