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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-12-27 |
| CA | RA | APPROVED | 2012-10-01 |
Branch Locations
12220 El Camino Real Suite 400, San Diego, CA 92130 • United States
17180 Bernardo Center Drive Suite 100, San Diego, CA 92128 • 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 | San Diego | CA | 07/2012 | Present |
1) 155 Shawnee Place, Lexington Kentucky, LexingtonKY United States-40504, Partnership, Real Estate, This is a rental property that will be held in the LLC's name (BCN Real Estate). See separate submission, Proprietor / owner, Manage the investment property, START DATE-9/6/2024 2) Rancho Bernardo Pop Warner, San DiegoCA United States, Foundation, Sport & Leisure Facilities, Treasurer of the foundation, Member of Board of directors, Treasurer- balance budget, start date-1/1/2025. 3) BCN Real Estate, Creating an LLC with my wife to hold an investment property, Proprietor / owner, Purchasing and managing the investment property, start date-12/24/2023, Poway CA United States-92064.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-10 |
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