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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-29 |
| CA | RA | APPROVED | 2021-02-18 |
Branch Locations
600 West Broadway Suite 2100, San Diego, CA 92101 • United States
355 Santana Row Suite 2050, San Jose, CA 95128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Diego | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 02/2021 |
| Ubs Financial Services Inc. | San Diego | CA | 02/2021 | Present |
TBD,United States,92110,OtherRental Property TBDReal EstateRental Property,Proprietor / ownerNo duties but to maintain property, Start date7/24/2025,Investment -100 2) rental property,San DiegocaUnited States,Real Estate,Rental Property,No duties but to maintain property,Start date -7/24/2025 3) Lords of Sunnymead Foundation,San DiegoUnited States,Charitable Foundation advising other non-profits on how to better achieve their missions,Member of Board of directors,President of Charitable Board for foundation, Start date -3/30/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-24 |
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