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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-08 |
| CA | RA | APPROVED | 2021-09-01 |
Branch Locations
888 San Clemente Drive, Newport Beach, CA 92660 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Cit Group Inc. | Beverly Hills | CA | 06/2015 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seal Beach | CA | 03/2018 | 10/2018 |
| Banc Of California | Century City | CA | 10/2016 | 10/2017 |
| Unemployed | Santa Ana | CA | 10/2017 | 03/2018 |
| Boro Private Finance | New York | NY | 10/2018 | 03/2019 |
| Kerrison Art Consultancy | Santa Ana | CA | 04/2019 | Present |
| Ubs Financial Services Inc | Newport Beach | CA | 02/2021 | Present |
1) KERRISON ART CONSULTANCY (KAC) Non-investment related; 9 MacArthur Pl Santa Ana, Ca 92707; Contemporary art advisory/consultant; Owner/Sole Proprietor; started 2018; 30 hrs p/month; DO NOT DEVOTE ANY TIME ON KAC DURING BUSINESS HOURS; Advise individuals buy/sell art and build art collections /// 2) NAME OF OTHER BUSINESS: Noah Purifoy Foundation/ INVESTMENT RELATED?:N/ ADDRESS: 63030 Blair Lane, Joshua Tree / NATURE OF THE BUSINESS: NON PROFIT ART FOUNDATION/ MUSEUM, Desert Art Museum open to the public Established to preserve and maintain the late artists outdoor sculptures / POSITION: Treasurer of Foundation Board/ DUTIES: Board Member advising the museum on cultural activities / programs and liaison with accountant and bookkeeper reporting to board/ START DATE: 12/01/2014/ HOURS DEVOTED TO BUSINESS: NA /// 3) Hammer Museum / Other / FINE ART MUSEUM / Gallery with a permanent collection of historical art works and special exhibits of contemporary art / Other / Board Member of Hammer Board of Advisors / Board Member advising the museum on fine art to add to permanent collection and other cultural activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-11 |
| S66 | Uniform Combined State Law Examination | 2021-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-09 |
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