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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-03-03 |
| CA | RA | APPROVED | 2008-09-18 |
| TX | RA | APPROVED | 2008-09-18 |
Branch Locations
2 Belvedere Place Suite 220, Mill Valley, CA 94941 • United States
555 California Street 32Nd Floor/ Suite 3200, San Francisco, CA 94104 • United States
3102 West End Avenue Suite 500, Nashville, TN 37203-6017 • United States
Nashville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | San Francisco | CA | 09/2008 | Present |
1) Boys & Girls Clubs of San Francisco / 380 Fulton Street San Francisco,CA 94102 / Other/ Other not for profit charity serving children / after-school activities / Member of Board of Directors / / advise management / Start Date 06/09/2016/ not for profit charity / 2) H.S. and R.B. Education Trust to fund educational expenses for M.B. children, H. and R. /30 Rowley Circle/Tiburon/ca /Trustee /Start Date 9/14/2020 3) Clifford Revocable Trust, Rental property, Tiburon CA United States-94920, landord, start date-9/15/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-27 |
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