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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-07-13 |
| NY | RA | APPROVED | 2023-06-14 |
| FL | RA | APPROVED | 2023-02-14 |
| TX | RA | APPROVED_RES | 2012-03-07 |
| OH | RA | APPROVED | 2011-05-26 |
Branch Locations
600 Superior Ave E. - 27Th Floor, Cleveland, OH 44114 • United States
Mentor, OH • 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 | Cleveland | OH | 05/2011 | Present |
1)JEWISH BIG BROTHERS BIG SISTERS ASSOCIATION. THE NATURE OF THE BUSINESS IS FAITH BASED MENTORING PROGRAM. VICE PRESIDENT OF THE BOARD 0 HOURS DURING BUSINESS HOURS. 10 HOURS PER MONTH DURING NON-BUSINESS HOURS. 2)DU-LESS FARMS LLC / 6677 SILVER MOUND DR MENTOR,OHIO 44060 / COMPANY/ REAL ESTATE / LEASING OF LAND / MANAGING MEMBER / SET AND COLLECT RENTS / START DATE 10/31/2012. 3)Temple Israel Ner Tamid/1732 Lander Rd,Mayfield Heights,Ohio,44124/investment related?:no/Charity/Member of Board of directors/President of Board of Trustees, conduct meetings, evaluate personnel matters, establish policy/4/10/2017/time reqd during woring hours?no
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-06 |
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