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Victoria Isabelle Da Conceicao

Ubs Financial Services Inc.

Palo Alto, CA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-28
CA RA APPROVED 2025-03-25
  • TX RA
    APPROVED
    Since 2025-04-28
  • CA RA
    APPROVED
    Since 2025-03-25

Branch Locations

305 Lytton Avenue, Palo Alto, CA 94301 • 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
Bain & Company Chicago IL 10/2023 12/2024
Gcm Grosvenor Chicago IL 06/2022 08/2022
Oaktree Capital Management Los Angeles CA 07/2021 08/2021
Alzheimer's Brain Box Granite Bay CA 07/2018 09/2023
Northwestern University Evanston IL 09/2019 06/2023
Tilden Preparatory School Walnut Creek CA 10/2016 06/2019
Granite Bay High School Granite Bay CA 08/2015 10/2016
Ubs Financial Services, Inc Palo Alto CA 01/2025 Present
  • 10/2023 → 12/2024
    Bain & Company
    Chicago, IL
  • 06/2022 → 08/2022
    Gcm Grosvenor
    Chicago, IL
  • 07/2021 → 08/2021
    Oaktree Capital Management
    Los Angeles, CA
  • 07/2018 → 09/2023
    Alzheimer's Brain Box
    Granite Bay, CA
  • 09/2019 → 06/2023
    Northwestern University
    Evanston, IL
  • 10/2016 → 06/2019
    Tilden Preparatory School
    Walnut Creek, CA
  • 08/2015 → 10/2016
    Granite Bay High School
    Granite Bay, CA
  • 01/2025 → Present
    Ubs Financial Services, Inc
    Palo Alto, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-25
  • S66 Uniform Combined State Law Examination
    2025-03-25

View on SEC IAPD

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MARIE WREAKS

Other Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA
DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA

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