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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-12-21 |
| TX | RA | APPROVED | 2015-12-01 |
Branch Locations
4225 Ponce De Leon Blvd Suite 500, Coral Gables, FL 33146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Coral Gables | FL | 12/2015 | Present |
1) Criterion Associates LLC / 9120 SW 59 Place Miami,Florida 33156 / Company/ Other family investment company / family investments and income from husband's consulting business / Partner / partner with husband to manage family private investment / Start Date 4/8/10 / 2) The Commonwealth Institute / 16850-112 Collins Avenue, Suite 339 Sunny Isles Beach, Florida 33160 / United States / Charity / women's professional networking and education / Other / general member / participate in educational and networking events / Start Date 7/31/2019 3)NAME OF OTHER BUSINESS: The Daily Drip / INVESTMENT RELATED?:N/ ADDRESS:19204 SW 4th Street, Pembroke Pines, FL / NATURE OF THE BUSINESS: online community of resources for female founders / POSITION: / DUTIES: contribute content for female founders on personal financial planning around the sale of their business and financial wellness in general / START DATE:1/9/2023 / HOURS DEVOTED TO BUSINESS: NA 4) Hillel at Florida International University Inc., supporting jewish students with social and educational programs, Member of Board of directors, review annual budget, coordinate programs, advise on development campaigns, start date-9/14/2020, MiamiFloridaUnited States-33137
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-06 |
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