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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-06-20 |
| FL | RA | APPROVED | 1988-04-28 |
Branch Locations
822 North Highway A1A Suite 211, Ponte Vedra Beach, FL 32082 • United States
W Ponte Vedra Beach, FL • 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 | Ponte Vedra Beach | FL | 06/2011 | Present |
1)SIGNS FOR THE TIMES, LLC / MAKING SIGNS FOR THE GIFT INDUSTRY/ P O BOX 974 ZELLWOOD, FL 32798 / PARTNER/ START DATE 07/01/2012 / 5 HRS. 2)SAWGRASS ISLAND HOMEOWNERS ASSOC / 4200 MARSH LANDING BLVD/STE 200 JACKSONVILLE BCH,FLORIDA 32250 / OTHER/ REAL ESTATE / HOMEOWNERS ASSOC / MEMBER OF BOARD OF DIRECTORS / / REVIEW FINANCIAL STATEMENTS / START DATE 01/01/2013 / 1 HOUR PER MONTH 3)701 MANAGEMENT, LLC / EAST 80 RTE 4 PARAMUS,NJ 07652 / PARTNERSHIP/ REAL ESTATE / FAMILY PARTNERSHIP FOR ESTATE PLANNING TRANSFER / OFFICER / / PAYING ANNUAL FEE / START DATE 11/01/2004 / 4)Champions Life / 8046 Whisper Lake Ln W Ponte Vedra Bch,FL 32082 / Other/ Charities, Cultural, Educational & Political Organisations / donations and coaching / Other / founder / evaluating scholarship request / Start Date 5/1/13 non entity / 5)904 elite / 3446 Thalia Rd Jacksonville Beach,FL 32250 / Other/ Charities, Cultural, Educational & Political Organisations / sports training / Advisor or member of an advisory committee, if the advice given will or may influence the board or other senior management or supervisory board of the organization in question / / management consulting / Start Date 5/1/13 501c3 /
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-06 |
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