Jose Joaquin Rodriguez-Villalobos

Current Employers

Employment History

• 12/2015 → Present
  Ubs Financial Services Inc
  Boston, MA

Previous Registrations

• 2010-05-06 → 2015-12-21
  Credit Suisse Securities (Usa) Llc
  Boston, MA
  Boston, MA

Other Businesses

93 COMMERCIAL STREET TRUST; 1350 Nonble Heron Way, Naples, FL 34105; The trust owns one piece of commercial property and receives rent from that propoety; Trustee. This is a personal family trust; 7/1/1999 // CLARENDON STREET PARTNERS; 8930 Bay Colony Dr, 303, Naples, FL 02116; real estate, restaurants; Partner; evaluate real estate; 1/2/1997; Business hours per month: No // TAKE OUT LLC; 1350 Noble Heron Way, Naples, FL 34105; Deposit rent checks from a real estate rental property; Officer; deposit rent from the rental real estate as well as help in the decisions on the acquisition or disposition of real estate; 10/1/2018; Business hours per month: Yes Name of Business- J & C Royal Palm LLC / Address- Naples, FL 34108 / Investment Related- YES, 50% / Nature- A Delaware LLC. Holds privately owned investment real estate. / Role- Partner / Duty- Only to act as part owner. My husband carries out all the operational duties and roles. / Start Date- 6/1/2016 / Time Required- NO Animal Rescue League of Boston, Help animals in need and keeping them safe and healthy, Member of Board of directors, Oversight of the operations, goals and financial planning for the organization, Start date-3/19/2020, Boston Massachusetts United States-02116.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-14
• S63 Uniform Securities Agent State Law Examination
  1983-09-01

Other Names

• Jose Joaguin Rodrigues
• Jose Rodriquez
• Jose Joaquin Rodriguez