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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-10-26 |
| CA | RA | APPROVED | 2014-05-01 |
| TX | RA | APPROVED | 2014-05-01 |
Branch Locations
888 San Clemente Drive Suite 300, 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 | 05/2014 | Present |
1) DEEP CREEK MESA LLC / 1400 S. THIRD ST. ST. LOUIS,MO 63104-4430 / REAL ESTATE / PROPERTY MGMT / START DATE 10/1/2014 2) Project 99 LLC/ Investment related?: yes/ 908 Congress Ave, Austin,TX,78791/Partnership/Real Estate /Advise on financing, architecture, construction and engineering/start date:4/15/2021/time reqd during traing house?no
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-22 |
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