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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-03-10 |
| TX | RA | APPROVED | 2014-04-17 |
Branch Locations
Orange Beach, AL • United States
4400 Post Oak Parkway 17Th Floor, Houston, TX 77027 • United States
750 Town And Country Blvd Suite 400, Houston, TX 77024 • United States
Spring, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Houston | TX | 03/2014 | Present |
1. 08/26/2005: NON-VARIABLE INSURANCE DBA - INTEGRATED BENEFITS SOLUTIONS, INC. - TIME SPENT 30% - HOUSTON, TX. 2. 3/3/2011: NON-VARIABLE INSURANCE DBA - BASHAW & ATHERTON - 50% OF TIME SPENT - HOUSTON, TX. 3. 4/18/2013: DBA ONLY - JAMES E. BASHAW & COMPANY - 10% OF TIME SPENT - HOUSTON, TX. 4. INTEGRATED BENEFITS SOLUTIONS, INC. / 411 N. SAM HOUSTON PKWY, 200 HOUSTON,TEXAS 77060 / COMPANY/ INSURANCE & LIFE ASSURANCE / GROUP INSURANCE / OTHER / S -CORPORATION / SERVICE EXISTING CLIENTS / START DATE 3/27/1997 5)CJA Beach LLC,TexasUnited States,Real Estate,second home and short term rental beach property,My wife will lead the management of the property. I am just a shareholder, Start date 3/3/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-28 |
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