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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-03 |
| TX | RA | APPROVED | 2022-05-03 |
Branch Locations
15260 Ventura Boulevard Suite 1800, Sherman Oaks, CA 91403 • United States
2000 Avenue Of The Stars 12Th Floor South, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Los Angeles | CA | 05/2022 | Present |
| Fiduciary Trust International | Los Angeles | CA | 02/2015 | 04/2022 |
1) Motion Picture Television Fund, Woodland Hills CAUnited States- 91364, Charity, MPTF supports working and retired members of the entertainment community with a safety net of health and social services including temporary financial assistance, Member of a legislative body, I am a member of the advisory networking group. MPTF have asked that I be a guest speaker to talk to MPTF members about the basics of investing." start date-3/4/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-07 |
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