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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-01-21 |
| TX | RA | APPROVED | 2009-01-20 |
Branch Locations
2 Belvedere Place Suite 220, Mill Valley, CA 94941 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | San Francisco | CA | 01/2009 | Present |
1. P.J.V Revocable Trust, Last Will & Testament of P.J.V , client's estate plan, Salt Lake CityUT United States-84108, client appointed me to serve as a trusted advisor to facilitate client's wishes upon their passing, pursuant to their will & trust., start date-2/27/2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-04 |
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