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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-07-05 |
Branch Locations
One Post Office Square, Boston, MA 02109 • United States
8 Essex Center Drive 2Nd Floor, Peabody, MA 01960 • United States
Swampscott, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Boston | MA | 06/2001 | Present |
EASTERN YACHT CLUB MARBLEHEAD MA 01945 / PRIVATE YACHT CLUB / ADMISSIONS COMMITTEE / START DATE 02/25/2008 / 1 HOUR DURING WORKING HOURS. 2)SAILING HEALS / 5 WINCHESTER ST BRADFORD,MA 01935 / / PROVIDES DAY SAILS TO CANCER PATIENTS / MEMBER OF BOARD OF DIRECTORS / / DIRECTOR; DEVELOPEMENT;FUND RAISER; HOST CAPTAIN. / START DATE 9/7/2014 3) ST. GEORGES SCHOOL / PURGATORY RD NEWPORT,RI 02840 / OTHER/ EDUCATION / PARENT & ANNUAL FUND COMMITTEE / OTHER / MEMBER OF ANNUAL FUND COMMITTEE / SOLICITING ANNUAL FUND DONATIONS / START DATE 9/3/2013 4) St. Michaels Church, Church, MassachussetsUnited States-01945, Vestry not sure if that is a Trustee or not, start date-2/18/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-01 |
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