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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-27 |
| CA | RA | APPROVED | 2013-05-10 |
| TX | RA | APPROVED | 2013-05-10 |
Branch Locations
200 Clock Tower Place Suite C-100, Carmel, CA 93923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Carmel | CA | 05/2013 | Present |
Vacation Rental / United States / 8741 Rubicon Drive, Tahoma, CA 96142 / My Family Rev Trust holds title to the property / VRBO, Airbnb / Real Estate / This is a vacation rental at Lake Tahoe / Proprietor / owner / My wife is a real estate agent and handles the rentals and I help her with maintenance of the property. / Investment in Company?: YES; 100% / Start Date 9/1/2007
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1981-04-03 |
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