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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-03 |
| CA | RA | APPROVED | 2009-01-12 |
Branch Locations
401 W 4Th Street Suite 3100, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Los Angeles | CA | 01/2009 | Present |
The GCG Wilwin Trust / 4024 Ventura Canyon Ave.Sherman OaksCA91423 / Formed to transfer wealth. Invest assets, eventually make distributions to beneficiary. Currently hold only a single position, Porcor, which is a private company. / manage the single stock position and eventually diversify the single stock into an investment portfolio, and make distributions according to the Trust's terms / 5/7/2021 The LMG Wilwin Trust, Formed to transfer wealth. Invest assets, eventually make distributions to beneficiary.Currently hold only a single position, Porcor, which is a private company, manage the single stock position and eventually diversify the single stock into an investment portfolio, and make distributions according to the Trust's terms, Start date-5/7/2021, Sherman Oaks CA United States-91423.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-13 |
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