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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-12-08 |
| CT | RA | APPROVED | 2008-12-01 |
Branch Locations
8 Wright Street, Westport, CT 06880-4701 • United States
Wilton, CT • 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 | Westport | CT | 12/2008 | Present |
1)TREASURER WITH THE HUGH O'BRIEN YOUTH FOUNDATION. 2)TO SERVE AS TREASURER OF COMMUNITY LIVING CORPORATION (CARE OF DISABLED). 3)RSB 2.0 LLC / 19 Hillbrook Road Wilton,CT 06897 / Other/ Transport / Aircraft Leasing / Other / Managing Member / none / Start Date 12/9/2014 4) The A.A. & H.S.A. Revocalble Trust Indenture/ investment related?; yes/ Herzelia Isreal/Trustee/Personal Trust/ start date: 1/18/2017 5) CLC Group Services Inc., New YorkUnited States-10549, Charity, YesProviding quality care for the developmentally disabled through community-based living, OfficerNew role Chairman of the Board over seeing board meetings, short and long term planning for the agency, start date-12/1/2008, Time required during working hours -Yes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-22 |
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