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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-24 |
| CA | RA | APPROVED | 2016-01-05 |
| TX | RA | APPROVED_RES | 2016-01-04 |
Branch Locations
600 West Broadway Suite 2800, San Diego, CA 92101 • United States
222 E. Carrillo St., Suite 106, Santa Barbara, CA 93101 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Diego | CA | 01/2016 | Present |
I*1309 FOR PROFIT OR NOT FOR PROFIT: GOVERNMENTAL OR PUBLIC PURPOSE ENTITY NAME OF OUTSIDE BUSINESS ORGANIZATION: COLD SPRING SCHOOL INVESTMENT RELATED: N ADDRESS OF BUSINESS: 2243 SYCAMORE CANYON RD., MONTECITO, CALIFORNIA 93108 NATURE OF BUSINESS: PUBLIC ELEMENTARY SCHOOL, COMPENSATION FOR ACTIVITY: N POSITION, TITLE, ASSOCIATION: SCHOOL BOARD TRUSTEE, START DATE OF RELATIONSHIP: 40097 NUMBER OF HOURS DEVOTED: 7 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY TO DISTRICT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-04 |
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