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4041 Macarthur Blvd. Suite #160, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-29 |
Branch Locations
4041 Macarthur Blvd. Suite #160, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Securities | San Francisco | CA | 11/2009 | 08/2017 |
| Retired | Irvine | CA | 08/2017 | 10/2018 |
| Westshore Wealth | Newport Beach | CA | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-10-18 |
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