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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-25 |
| CA | RA | APPROVED | 2008-02-14 |
Branch Locations
2000 Avenue Of The Stars 12Th Floor South, Los Angeles, CA 90067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Los Angeles | CA | 02/2008 | Present |
Fulfillment Fund / 6100 Wilshire Boulevard, Ste 600 Los Angeles,CA 90048 / Other/ Education / college access / Member of Board of Directors / / board member / Start Date 01/18/2014/ non-profit / 1 -3 hours per month K.L. Irrevocable Insurance Trust "ILIT", facilitating the payments of insurance premiums from account, As Trustee of this account I will be expected to instruct UBS to pay insurance premiums on behalf of the client's life, Start date-2/1/2019, Los Angeles CAUnited States-90049.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-10 |
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