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Kirkland, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Seattle | WA | 01/1995 | 03/2020 |
| Gallo Lupo Llc | Seattle | WA | 04/2022 | Present |
| Retired | Seattle | WA | 03/2020 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-02 |
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