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Haley Rudee

Ubs Financial Services Inc.

Los Gatos, CA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-17
  • CA RA
    APPROVED
    Since 2025-11-17

Branch Locations

750 University Avenue Suite 250, Los Gatos, CA 95032 • 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
Vitality Bowls Los Gatos CA 11/2019 09/2020
California Closets Los Gatos CA 07/2022 10/2022
Two Private Families Montecito CA 02/2021 08/2023
Ubs Financial Services Inc. Los Gatos CA 01/2025 Present
Los Gatos High School Los Gatos CA 08/2016 06/2020
Uc Santa Barbara Goleta CA 09/2020 07/2023
University Carlos Iii Of Madrid Madrid 08/2023 12/2023
Unemployed Los Gatos CA 01/2024 01/2025
  • 11/2019 → 09/2020
    Vitality Bowls
    Los Gatos, CA
  • 07/2022 → 10/2022
    California Closets
    Los Gatos, CA
  • 02/2021 → 08/2023
    Two Private Families
    Montecito, CA
  • 01/2025 → Present
    Ubs Financial Services Inc.
    Los Gatos, CA
  • 08/2016 → 06/2020
    Los Gatos High School
    Los Gatos, CA
  • 09/2020 → 07/2023
    Uc Santa Barbara
    Goleta, CA
  • 08/2023 → 12/2023
    University Carlos Iii Of Madrid
    Madrid
  • 01/2024 → 01/2025
    Unemployed
    Los Gatos, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-17
  • S66 Uniform Combined State Law Examination
    2025-11-17

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
J.P. MORGAN SECURITIES LLC
REACT INVESTMENT SOLUTIONS, LLC
LEGACY CAPITAL GROUP CALIFORNIA, INC.
INTEGRITY ALLIANCE, LLC.
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LOS GATOS FINANCIAL LLC

Other Investors

HARRY SAPUTRA
JENNIFER TRAN
ZACHARY D. LEVY
MARCELA GUADALUPE GONZALEZ
JOYCE WONG IRMER
LUCAS ORME
DIEU TRAN
ELYSSA JOY QUILLA VERZOSA

Other Offices

STRATEGIC ADVISERS LLC · LOS GATOS, CA
J.P. MORGAN SECURITIES LLC · LOS GATOS, CA
REACT INVESTMENT SOLUTIONS, LLC · LOS GATOS, CA
LEGACY CAPITAL GROUP CALIFORNIA, INC. · LOS GATOS, CA
INTEGRITY ALLIANCE, LLC. · Los Gatos, CA
CHARLES SCHWAB & CO., INC. · Los Gatos, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS GATOS, CA
LOS GATOS FINANCIAL LLC · LOS GATOS, CA

More in Los Gatos, CA

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