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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-08-16 |
Branch Locations
131 South Rodeo Drive Suite 300, Beverly Hills, CA 90212 • United States
Los Angeles, CA • United States
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. | Beverly Hills | CA | 08/2011 | Present |
1. J. J.N. Trust dadtes July 2 1997 / 4359 Victoria Park Place, CA, Los Angeles 90019 / oversee the liquidation of the assets and dispersal to beneficiaries / Trust to hold assets to be liquidated for beneficiaries / Start Date: 6/14/2021 2. The G.H.B. Family Trust/ Los Angeles, CA, 90019/investment related?: yes/ distribute income and principal per the terms of the trust/ start date: 1/30/2009
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-24 |
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