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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-01 |
| CA | RA | APPROVED | 2015-12-09 |
Branch Locations
Ladera Ranch, CA • United States
1200 Prospect Street Suite 500, La Jolla, CA 92037 • United States
1200 Prospect Street Suite 100, La Jolla, CA 92037 • United States
888 San Clemente Drive, Newport Beach, CA 92660 • United States
Roscommon, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Newport Beach | CA | 11/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-19 |
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