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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-26 |
| TX | RA | APPROVED_RES | 2020-03-10 |
Branch Locations
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 | Rochester | NY | 11/2006 | Present |
SHC Management LLC / United States / 14 Abbey Woods, Pittsford, NY 14534 / LLC was formed to hold interest in hunting land/camp. The camp has been an approved investment with UBS and legacy firms (McDonald) for over 25 years. / Owner of personal hunting camp / Investment in Company?: YES; 50% / Start Date 4/1/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-07 |
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