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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2005-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Columbus | OH | 06/2005 | Present |
1. D Family Trust / Personal trust where I am a co-trustee and one of four beneficiaries, Payment of Bills on behalf of my mother, Loudonville,OH 44842 / No/ Active / Start Date- 5/12/2014 2. D Family Irrev Trust / Personal trust where I am a co-trustee and one of four beneficiaries, Payment of Bills on behalf of my mother, Columbus,OH 43228 / No/ Active / Start Date- 10/28/2015 Alpha Delta Pi, 1386 Ponce de Leon Avenue NE / United States/ www.alphadeltapi.org No / Other / Start Date 9/21/15 No / No
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-18 |
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