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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-29
  • CA RA
    APPROVED
    Since 2024-04-29

Branch Locations

1255 Treat Blvd Suite 1000, Walnut Creek, CA 94597 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Walnut Creek CA 06/2023 Present
Primos Pizzeria & Pub Danville CA 01/2023 05/2023
California Financial Advisors San Ramon CA 05/2022 08/2022
California Financial Advisors San Ramon CA 05/2021 08/2021
Target San Ramon CA 06/2018 08/2018
Sports Clips Danville CA 06/2019 08/2019
San Diego State University San Diego State University CA 08/2019 08/2023
San Ramon Valley High School Danville CA 08/2015 05/2019
  • 06/2023 → Present
    Walnut Creek, CA
  • 01/2023 → 05/2023
    Primos Pizzeria & Pub
    Danville, CA
  • 05/2022 → 08/2022
    California Financial Advisors
    San Ramon, CA
  • 05/2021 → 08/2021
    California Financial Advisors
    San Ramon, CA
  • 06/2018 → 08/2018
    Target
    San Ramon, CA
  • 06/2019 → 08/2019
    Sports Clips
    Danville, CA
  • 08/2019 → 08/2023
    San Diego State University
    San Diego State University, CA
  • 08/2015 → 05/2019
    San Ramon Valley High School
    Danville, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-27
  • S66 Uniform Combined State Law Examination
    2024-04-27
Other Names
  • Daniel Dennehy

View on SEC IAPD

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