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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-17 |
| CA | RA | APPROVED | 2024-04-30 |
Branch Locations
251 South Lake Avenue 10Th Floor, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Los Angeles | CA | 02/2016 | 01/2017 |
| Oak Family Investments | Los Angeles | CA | 01/2017 | 04/2024 |
| Ubs Financial Services Inc. | Pasadena | CA | 04/2024 | Present |
1) San Marino Unified School District; Coaching varsity volleyball; San Marino, CA 91108; Coach; Start date: 9/7/2012 /// 2) TCJP LLC; san marino, ca 91108; Company; Food, Beverages & Tobacco; holding company for a tea store; Proprietor / owner; owner of a tea store that is absentee run; Start date: 6/6/2014 /// 3) 01/2023 - San Marino City City Councilman 5 hours 4)LA County,United StatesCAGovernmental Entity,Kathryn Barger La County SupervisorServe as Commissioner for Local Government Services,Appointed Commissioner positionMonthly meetings, Start date 2/10/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-05 |
| S65 | Uniform Investment Adviser Law Examination | 2019-09-10 |
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