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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-06-29 |
| WV | RA | APPROVED | 2021-12-10 |
| NC | RA | APPROVED | 2021-12-08 |
| CA | RA | APPROVED | 2021-12-06 |
| TX | RA | APPROVED_RES | 2008-08-26 |
| FL | RA | APPROVED | 2008-08-21 |
Branch Locations
201 N. New York Avenue 3Rd Floor, Winter Park, FL 32789 • United States
Oviedo, FL • 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 | Orlando | FL | 08/2008 | Present |
JULIANNE THOMSON, 1266 OADFORD PLACE, OVIEDO, FLORIDA 32765 FINANCIAL MATTERS FOR MY SISTER JULIANNE THOMPSON. 8/25/08 GUARDIAN AND TRUSTEE FOR MY SISTER. 10 HOURS PER MONTHS. NAME OF OTHER BUSINESS: Vincenza Riley / INVESTMENT RELATED?N/ ADDRESS: 5141 Fiorella Lane, Florida / NATURE OF THE BUSINESS: I have been made personal representative in my mother in laws will - Vincenza Riley - she is still alive / POSITION:/ DUTIES: Personal Representative for my moth in laws estate when she passes away / START DATE: 11/24/22/ HOURS DEVOTED TO BUSINESS: NA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-14 |
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