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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-04-28 |
| OH | RA | APPROVED | 2007-02-22 |
Branch Locations
8044 Montgomery Road, Ste. 10 The Towers At Kenwood, Cincinnati, OH 45236 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Cincinnati | OH | 02/2007 | Present |
1) JBG Enterprises/ investment related?;yes / 7281 Ayers Road, Cincinnati, OH 45255 US/ Partnership/ I will assist in the management and strategic development of an online and storefront business./ start date: 10/1/2021/ 2) NAME OF OTHER BUSINESS: First Step Home / INVESTMENT RELATED?: N / ADDRESS: Fulton AvenueCincinnati / NATURE OF THE BUSINESS: Nonprofit organization providing inpatient treatment for women suffering from addiction./ POSITION:Member of Board of directors/ DUTIES:Member of Board of Directors assisting with fundraising and development/ START DATE:9/8/2022 / HOURS DEVOTED TO BUSINESS: NA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-23 |
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