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13001 Seal Beach Boulevard # 250, Seal Beach, CA 90740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-27 |
| CA | RA | APPROVED | 2025-08-29 |
Branch Locations
13001 Seal Beach Boulevard # 250, Seal Beach, CA 90740 • 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 |
|---|---|---|---|---|
| Big West Distribution, Inc | Shingle Springs | CA | 04/2010 | 09/2023 |
| Sansones' Creamery, Llc | El Dorado Hills | CA | 07/2020 | 09/2023 |
| Big Spoon Yogurt, Inc | Shingle Springs | CA | 09/2005 | 09/2023 |
| Ubs Financial Services | Seal Beach | CA | 10/2023 | 08/2025 |
| Ktf Investments, Llc | Seal Beach | CA | 08/2025 | Present |
Big West Distribution, Inc. The company is not investment-related. The corporation is privately held and I am a shareholder of the corporation. The business address is 3855 Dividend Dr., Shingle Springs, CA 95682. The company is focused on distributing frozen dessert items and supplies to food service operators. I am a board member of the corporation. My relationship with the company started in April of 2010. I devote approximately 6 hours per month to this business all after trading hours. The activities I perform related to this company are reviewing and advising the CEO on financial and operational issues associated with the company. Sansones' Creamery, LLC. The company is not investment-related. The corporation is privately held and I am a shareholder of the corporation. The business address is 3855 Dividend Dr., Shingle Springs, CA 95682. The company is focused on manufacturing frozen dessert items for food service operators. I am a board member of the corporation. My relationship with the company started in July of 2020. I devote approximately 2 hours per month to this business all after trading hours. The activities I perform related to this company are reviewing and advising the CEO on financial and operational issues associated with the company. Big Spoon Yogurt, Inc. The company is not investment-related. The corporation is privately held and I am a shareholder of the corporation. The business address is 3855 Dividend Dr., Shingle Springs, CA 95682. The company is focused on selling frozen dessert items for food service operators. I am a board member of the corporation. My relationship with the company started in September of 2005. I devote approximately 1 hour per month to this business all after trading hours. The activities I perform related to this company are reviewing and advising the CEO on financial and operational issues associated with the company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-02 |
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