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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
One Post Office Square 35Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Boston | MA | 06/2016 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 05/2022 | 03/2025 |
| Ubs Financial Services, Inc | Boston | MA | 03/2025 | Present |
NOTARY PUBLIC, NOT INVT RELATED, CHARLESTOWN, MA, NOTARY, START DATE 4/24/2019, 1 HR PER MONTH, 0 HRS DURING TRADING, NOTARIZE DOCUMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-16 |
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