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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-07-01 |
| CA | RA | APPROVED | 2008-12-01 |
Branch Locations
12220 El Camino Real Suite 400, San Diego, CA 92130 • 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 | Carlsbad | CA | 11/2008 | Present |
Let's Go!, LLC / 6497 Wayfinders Ct, Carlsbad, CA 92011 / United States / Carlsbad / 92011/ No / Partnership / Sport & Leisure Facilities / We set up a single member LLC (husband and Wife) and purchased a 2020 Winnebago Revel Sprinter Van. We plan on renting the van out on a regular basis. My wife Samantha is going to be handling all the rental inquiries and rental clients as this is where her expertise stems from because of her experience being a property manager for our Hawaii property and is also property manager for her brothers property. My role in the business was to model out the opportunity from a financial standpoint, analyze the entity structure and tax ramifications and to be involved in what rates to charge. in addition, I will be coordinating the tax preparation for the LLC.Once these things are determined, the majority of all work will be done by my wife. We plan on using the van less than 10% for personal use which follows the tax and business advice from our CPA. / member of LLC / van will be stored and rented out of our home in Carlsbad, CA. / No / Start Date 10/23/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-22 |
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