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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-25 |
| CA | RA | APPROVED | 2003-05-09 |
Branch Locations
305 Lytton Avenue, Palo Alto, CA 94301 • United States
Cupertino, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Palo Alto | CA | 11/2013 | Present |
215 Sulivan Street 3B, new york, new york / 215 Sulivan Street 3B New York, New York, / Other/ Real Estate / apartment for rent / Other / I own this apartment with my husband / call condo management to fix things / Start Date 2/8/2016 / rental property / JJDD Los Altos LLC / 4388 El Camino Real, Los Altos, CA 94022 / United States / LLC owned by living trust / to hold real estate property / Real Estate / I own this with my husband / call condo management to fix thing /Receive compensation?: YES / Investment in Company?: YES, 50% / Start Date 4/15/2019/
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-04 |
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