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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2009-04-24 |
| TX | RA | APPROVED | 2009-04-24 |
Branch Locations
1161 West River Street Suite 340, Boise, ID 83702-7065 • United States
Ketchum, ID • United States
Boise, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Boise | ID | 04/2009 | Present |
1) Name and Address of business: Board of AdvisorsBoise Metro Chamber of Commerce250 S. 5th Street, Suite 300Boise, ID 83701./ Nature: "Established in 1885, the Boise Metro Chamber of Commerce is a non-profit organization comprised of nearly 2,000 business enterprises, civic organizations, education institutions and individuals. Its mission is to provide leadership that will help create regional economic prosperity and success for its members.The Chamber Board of Advisors is an honorary Board. Members of the Board of Advisors are invited to attend the Chamber Board of Directors meetings four times per year (once a quarter) and are invited to VIP receptions, etc. I was on the Chamber Board of Advisors prior to joining UBS. After coming to UBS, I discussed this with our Complex Director, Charles Powers, who felt that it would be good for me to continue with this activity, for its networking benefits./Role and Duty: Member of Board of Advisors,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-10 |
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