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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2002-09-23 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
400 S. El Camino Real Suite 900, San Mateo, CA 94402 • United States
400 El Camino Real Suite 900, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Mateo | CA | 06/1987 | Present |
KAY HALL LARSEN TRUST UDT 2/9/1987 / 280 SHELFORD AVE SAN CARLOS, CA 94070 / TRUST / OTHER AUNT'S PERSONAL TRUST / SETTLE AUNT'S ESTATE / IS THIS AN INDUSTRY SECTOR ORGANIZATION? N/A / OTHER CO-TRUSTEE WITH UNCLE / SETTLE ESTATE: CONTACT HEIRS, TAX PROFESSIONALS, AND ATTORNEYS / WILL YOU HAVE AUTHORITY TO MAKE INVESTMENT DECISIONS ON BEHALF OF THE COMPANY? YES / START DATE 02/23/2011.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-08 |
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