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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-11-23 |
| TX | RA | APPROVED | 2015-11-23 |
Branch Locations
2000 Avenue Of The Stars 12Th Floor South, Los Angeles, CA 90067 • United States
Culver City, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Los Angeles | CA | 11/2015 | Present |
1) FIrst Amendment to Declaration of Trust Entitled The M. K. Revocable Living Trust est. May 10, 2018, Revocable trust to oversee her personal property and financial accounts, Playa Del Rey CA United States-90293, In the event of the Trustor's death, she has asked me to serve as Successor Trustee and Executor of her estate, start date-1/31/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-29 |
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