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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
1200 Prospect Street Suite 100, La Jolla, CA 92037 • United States
Temecula, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | La Jolla | CA | 03/1986 | Present |
Summerlin Investments, LLC / 3579 Valley Centre Drive, Suite 125San DiegoCalifornia92130 / Title of primary residence is held in this LLC. We use the LLC protect our family from a felonious step-son who has threatened harm to us; 3-years incarcerated, close to being released. To add to the limited protection of an active restraining order. No other asset is held / no business activities are conducted in this LLC. /Role - Member of Board of Directors./Duty - I observe the title of my primary residence being held in this LLC. / 5/22/2020/ Compensation - No
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-24 |
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