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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-29 |
Branch Locations
1200 Prospect Street Suite 100, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc | San Diego | CA | 11/2023 | Present |
| C2 Financial Corporation | San Diego | CA | 04/2021 | 11/2023 |
| Achip & Achair Guild Ventures Pte. Ltd. | Singapore | 06/2021 | 02/2023 | |
| Vivint Smart Home | San Diego | CA | 05/2020 | 04/2021 |
| Atalaya Capital Management | New York | NY | 06/2019 | 07/2019 |
| Claremont Mckenna College | Claremont | CA | 08/2017 | 05/2022 |
| Westview High School | San Diego | CA | 08/2013 | 08/2017 |
| Claremont Mckenna College | Claremont | CA | 08/2018 | 03/2020 |
| Claremont Mckenna College | Claremont | CA | 08/2022 | Present |
I serve as a part-time Assistant Men's Tennis Coach at Claremont McKenna College (888 N Columbia Ave, Claremont, CA 91711) for CMS Athletics. I started this job on 7/1/2022 and it is not investment-related. I dedicate anywhere from 5 to 25 hours a month, none of which are during securities trading hours. My duties include coaching practices, matches, and attending team meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-14 |
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