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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-20 |
| CA | RA | APPROVED | 2022-12-15 |
Branch Locations
4655 Executive Dr 10Th Fl [Vj-Rbo], San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | San Diego | CA | 03/2011 | 12/2022 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 12/2022 | Present |
PACIFIC GROWTH & INCOME PROPERTIES I, INV RELATED, RANCHO SANTA FE, CA, 100% OWNERSHIP, START 8/18/2014, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY.; TRUSTEE FOR MOTHER, INV RELATED, RANCHO SANTA FE, CA, START: 2/28/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-23 |
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