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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-28 |
| TX | RA | APPROVED_RES | 2022-03-28 |
Branch Locations
12220 El Camino Real Suite 400, San Diego, CA 92130 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 08/2016 | 02/2022 |
| Elepreneurs | Plano | TN | 06/2020 | Present |
| Ubs Financial Services Inc | San Diego | CA | 02/2022 | Present |
1) For profit or not for profit: For-Profit Organization / Name of outside business organization: Elepreneurs / Investment related: N / Address of business: Plano, Texas 75075 / Nature of business: LLC / Position, title, association: Consultant / Start date of relationship: 6/12/2020 / Number of hours devoted: 3 hour(s) Monthly / Number of hours devoted during trading hours: 0 / Duties: share website for supplements and receive product discount // 2) The Happy Company / 1700 Coit Rd Ste 100, PLANO, TX 75075 / www.elepreneur.com / share website and receive product discount / Start date: 6/12/2020 / Investment-related: No 2)College for financial planning - CRPC designation and Chartered Retirement Planning Counselor? designation and AWMA Designation- Accredited Wealth Management Advisor,FLUnited States33309kaplan.comNoAssociation (e.g. Trade or Industry, Sport),Financial (Consumer & Investment Services),College for financial planning,Received designationnoneStart date -1/25/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-26 |
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