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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-04-28 |
| TX | RA | APPROVED | 2017-04-19 |
Branch Locations
3560 Lenox Road Ne 28Th Floor, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 08/2003 | 04/2017 |
| Ubs Financial Services Inc | Atlanta | GA | 04/2017 | Present |
I*93615 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LENBROOK INVESTMENT RELATED: N ADDRESS OF BUSINESS: ATLANTA, GEORGIA 30318 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 6/1/2016 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: SERVE AS MEMBER OF THE BOARD ADVISING ON OPERATIONS, ACTIVITIES, AND MARKETING Lenbrook Square / 3747 Peachtree Rd NE Atlanta,GA 30319 / Foundation/ Health Care & Pharmaceuticals / Provide housing for senior citizens / Member of Board of Directors / / serve on development and finance committees, not as chairman / Start Date 06/01/2015/ End Date 05/31/2021 / 3 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-10 |
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