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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2020-03-16 |
| CA | RA | APPROVED | 2015-12-02 |
| TX | RA | APPROVED_RES | 2015-11-23 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Francisco | CA | 11/2015 | Present |
1)LONG LAKE LLC PO BOX 2709 NOVATO CA 94948 USA CORPORATION/COMPANY;MANAGING MEMBER;;NON WORKING HOURS; 2)Dean's Business Development Council, College of Business, San Francisco State University / San Francisco United States,California / No/ Linda Oubre, Dean of College of Business promote growth of COB and its students / No / Other / Advisory roll to College of Business at SFSU / 2-3 meetings per year and volunteer as mentor for COB students / Start Date 2/2/10 No / No 3) Name of Business: 2835 Skyline LLC./ Address: 2835 Skyline Blvd. Units A & B Reno NVUnited States 89509./ Investment Related: Yes./ Nature: Passive residential rental property./ Role: Proprietor / owner./ Duty: I work with the property manager in approving tenant applications and approving of and paying expenses./ Start Date: 10/4/2018./ Time Required: No. 4)Lutheran Church of the Good Shepherd,Nevada,United States,Church,I will serve as a member of the church Endowment Committee. We give 4% of the church's endowment to local nonprofit organizations who serve the local community.The Endowment Committee will evaluate and vote to award annual grants to local nonprofits that serve the Reno community.Start date -2/2/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-21 |
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