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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-08-01 |
| CA | RA | APPROVED | 2008-03-03 |
Branch Locations
1255 Treat Blvd Suite 1000, Walnut Creek, CA 94597 • United States
Moraga, CA • 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. | Walnut Creek | CA | 02/2008 | Present |
OTHER BUSINESS: SAN PABLO PROPERTIES LLC INVESTMENT RELATED: REAL ESTATE ADDRESS: 6334 SAN PABLO AVE OAKLAND POSITION: JOINT MANAGER NATURE: REAL ESTATE TIME SPENT: 1 DURING TRADE HRS: NO OTHER: LIMITED LIABILITY CO DUTIES: MANAGE DEVELOPMENT OF PROPERTY 2)Save The Bay / 1330 Broadway Oakland,CA 94612 / Other/ Other Environmental / Preserve and restore SF Bay / Member of Board of Directors / / Oversite of organization / Start Date 5/1/2015 American Cancer Society / 1001 Marina Village Parkway Suite 300 Alameda,CA 94501 / Other/ Charities, Cultural, Educational & Political Organisations / NGO provide care and research money for cancer care and prevention / Advisor or member of an advisory committee, if the advice given will or may influence the board or other senior management or supervisory board of the organization in question / / Advisory member to East Bay Branch of American Cancer Society / Start Date 12/01/2016/ Non Profit /
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-15 |
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