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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-11-06 |
Branch Locations
1610 Arden Way, Sacramento, CA 95815 • United States
Stockton, CA • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Stockton | CA | 11/2015 | Present |
TRUSTEE FOR FAMILY TRUST, INV RELATED,STOCKTON CA, START 04/06 TRUSTEE FOR FAMILY TRUST, INVESTMENT RELATED, STOCKTON CA, START DATE 04/06 EXECUTOR FOR STEP BROTHER, INVESTMENT RELATED, STOCKTON, CA, START: 9/2010 TRUSTEE FOR GRANDMOTHER, INV RELATED, STOCKTON, CA, START: 1991, 2 HOURS PER MONTH/0 DURING TRADING. TRUSTEE FOR GRANDFATHER, INV RELATED, STOCKTON, CA, START: 1991, 2 HOURS PER MONTH/0 DURING TRADING. 2) Name of Business; Ocuya Creek ranches LLC./ Address: 12401 Granite RdBakersfield/ Kern County CaliforniaUnited States 93308./ Investment Required: No./ Nature: Ocuya Creek Ranches LLC leases our property in Bakersfield, Ca. / Role: Other family members including my self./ Duty: I communicate with the principal/ owner of Ocuya Creek Ranches./ Start Date: 10/2/2023/ Time Required: N/A.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-02-05 |
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