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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-26 |
| TX | RA | APPROVED | 2013-09-03 |
Branch Locations
Ft. Lauderdale, FL • United States
One Post Office Square, Boston, MA 02109 • United States
Turo, MA • 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. | Boston | MA | 06/2013 | Present |
1) Kennedy Donovan Center / One Commercial Street, Foxboro, MA 02035 / Company / Education / Assist Families with children with disabilities / I will retire from the Board of Directors on 6/30/2022 but will be reappointed to the finance committee to advise on financial operations effective 07/01/2022-06/30/2025 / Board Governance / Start Date: 7/22/2015 // 2) Robert Panessiti / 2020 135th St, Unit 804N MiamiFLUnited States33181 / Real Estate / I own a rental property in N Miami FL / I own a condominium that is rented / collect rent and maintain property / 7/16/2018 3) Name of Business- Town of Truro MA / Address- Truro, MA 02666 / Investment Related- NO / Nature- to review and comment on the town budget as recommended by the board of selectmen; to consider and approval expenditures from the Reserve Fund. / Role- To provide comment on the annual budget presented by the board of selectmen at the annual town meeting; to approve expenditures from the town's reserve fund during the course of the fiscal year. / Duty- To provide comment on the annual budget presented by the board of selectmen at the annual town meeting; to approve expenditures from the town's reserve fund during the course of the fiscal year. / Start Date- 7/1/2023 / Time Required- No 4)Type 1 Diabetes Technology Foundation , Boston MA United States , Foundation , Charity , To disburse grants to organizations developing or supporting Type 1 Diabetes technology research and development. Inactive / Dormant ,FA/Investment advisor for account. FA role, hired by trustees , Start date 7/1/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-19 |
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