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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-05 |
Branch Locations
One Post Office Square 35Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Westlake Village | CA | 01/2016 | 06/2020 |
| State Farm Insurance | Tarzana | CA | 06/2020 | 10/2021 |
| Farmers Insurance | Canoga Park | CA | 11/2021 | 01/2023 |
| Ubs Financial Services, Inc. | Century City | CA | 02/2023 | 02/2025 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 02/2025 | 07/2025 |
| Ubs Financial Services Inc | Boston | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-23 |
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