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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-08-05 |
| CA | RA | APPROVED | 1997-07-08 |
| TX | RA | APPROVED_RES | 1995-01-28 |
Branch Locations
400 S. El Camino Real Suite 900, San Mateo, CA 94402 • United States
555 California St 34Th, 36Th & 46Th Floors, San Francisco, CA 94104 • United States
San Mateo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Francisco | CA | 01/1995 | Present |
1) C.G. Trust(s)3700 S El Camino RealSan Mateo, Ca 94403, successor Trustee, Ttee, start date-1/19/2006. 2)OCCASIONAL HISTORICAL RESEARCH WHICH MAY INCLUDE SUBMISSION OF ARTICLES ON SUBJECTS LIKE WWII OR BIOGRAPHIES OF "THE GREATEST GENERATION". NOT FINANCIAL OR BUSINESS RELATED./1 HR. PER MONTH/FREE LANCE WRITER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1981-02-09 |
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