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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-04-18 |
| OK | RA | APPROVED | 2003-03-05 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
888 San Clemente Drive, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Los Angeles | CA | 07/1984 | Present |
1)Crossroads Community Church/ 25300 Rye Canyon Road CA /United States/ investment realted/ www.lifeatcrossroads.org/ Charity/Broad oversight as Chairman of Finance Committee & Treasurer. Provide monthly review of church's financial position.Unpaid position, non signatory, no ability to withdraw funds./TIme required during trading hours?: no/ Start Date 1/1/2020
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-01 |
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