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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-21 |
| CA | RA | APPROVED | 2024-06-20 |
| CO | RA | APPROVED | 2024-06-20 |
| NY | RA | APPROVED | 2024-06-20 |
| TX | RA | APPROVED_RES | 2016-04-04 |
| SC | RA | APPROVED | 2015-09-16 |
Branch Locations
941 Houston Northcutt Blvd Suite 100, Mt. Pleasant, SC 29464 • United States
Charleston, SC • 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. | Charleston | SC | 09/2015 | Present |
MONAT; 3470 NW 82nd Ave #910, Doral, FL 33122; buy and sell hair products via network marketing; Other; Market Partner; Network marketing hair products; 6/1/2018; Business hours per month: No Catholic Diocese of Charleston, Charleston South Carolina USA-29407, Sole Corporation, Charities, Cultural, Educational & Political Organisations, Religious, 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 questionFinance Committee Member and Investment Committee Chair, start date-2/1/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-09 |
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