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Alexander Daniel Kosan

Ubs Financial Services Inc.

Riverside, CA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-27
CA RA APPROVED 2026-02-20
  • TX RA
    APPROVED
    Since 2026-04-27
  • CA RA
    APPROVED
    Since 2026-02-20

Branch Locations

3390 University Avenue, Riverside, CA 92501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of California - Santa Cruz Santa Cruz CA 09/2021 06/2025
Morgan Stanley Riverside CA 06/2022 09/2022
Cla (Cliftonlarsonallen) Irvine CA 06/2023 09/2023
Deloitte San Jose CA 06/2024 08/2024
Ubs Financial Services Inc. Riverside CA 08/2025 Present
Riverside Unified School District Riverside CA 08/2015 06/2021
  • 09/2021 → 06/2025
    University Of California - Santa Cruz
    Santa Cruz, CA
  • 06/2022 → 09/2022
    Morgan Stanley
    Riverside, CA
  • 06/2023 → 09/2023
    Cla (Cliftonlarsonallen)
    Irvine, CA
  • 06/2024 → 08/2024
    Deloitte
    San Jose, CA
  • 08/2025 → Present
    Ubs Financial Services Inc.
    Riverside, CA
  • 08/2015 → 06/2021
    Riverside Unified School District
    Riverside, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-20
  • S66 Uniform Combined State Law Examination
    2026-02-20
Other Names
  • Alexander D Kosan
  • Alex Daniel Kosan

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RIVERSIDE, CA
CETERA INVESTMENT ADVISERS LLC · Riverside, CA
AMERIPRISE FINANCIAL SERVICES, LLC · RIVERSIDE, CA
EDWARD JONES · RIVERSIDE, CA
LPL FINANCIAL LLC · RIVERSIDE, CA
WELLS FARGO CLEARING SERVICES, LLC · RIVERSIDE, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Riverside, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · RIVERSIDE, CA

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