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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-02-17 |
| TX | RA | APPROVED_RES | 2015-09-21 |
| FL | RA | APPROVED | 2008-12-02 |
Branch Locations
1819 Main Street Suite 900, Sarasota, FL 34236 • United States
Pittsburgh, PA • 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 | Sarasota | FL | 11/2008 | Present |
1) PAID COACH, BEACH BODY, FITNESS RELATED, PROGRAM COACH, 6 HRS/MONTH, NOT SECURITIES HOURS. /// 2) Greencroft Condominium Association C/O Stokes Property Management; Sarasota, Fl; Condo /Home Owners Association; Real Estate; Conduct affairs of the Condo Association; Member of Board of directors; President Run HOA meetings , address issues of the community and its residents with other board members.; Start date: 2/1/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-06 |
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