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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-12 |
| CA | RA | APPROVED | 2014-09-09 |
Branch Locations
888 San Clemente Drive, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Newport Beach | CA | 09/2014 | Present |
Servite High School Board of Regents / 1952 West La Palma Ave Anaheim, CA 92801 / United States / Charity / Education / Servite HS is a private all boys school dedicated to educating young men to be faith filled leaders with an emphasis on leadership and college prep. / Advisor or advisory group member if advice given may influence an officer/board / / Serve on the Board of Regents at Servite HS. Primary to help fund raise for the school. / Start Date 1/1/2013 /
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-28 |
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