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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-07-01 |
| NY | RA | APPROVED | 2021-10-26 |
| CA | RA | APPROVED | 2010-01-01 |
| TX | RA | APPROVED | 2010-01-01 |
Branch Locations
1285 Avenue Of The Americas 19Th Floor, New York, NY 10019 • United States
Bridgewater, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | New York | NY | 03/2013 | Present |
1) Heimann Credit Shelter Trust; Investment management and disbursements; Start date: 4/1/2024 /// 2) CST UW JOHN G HEIMANN,Investment management and disbursements131 East 66th StreetNew YorkNew YorkUnited States10128Investment management and disbursementsNo4/1/2024 3) GST Exempt TR UW John G Heimann,Investment management and disbursements,Not yet established,United States,Investment management and disbursements,Start date 4/1/2024 4) ESTATE OF J G H,Administer Estate,,New YorkUnited States,Oversee the disposition of the estate and the creation of the mandated trusts,Start date 2/14/2024. 5)NON-GST EX TR JOHN G HEIMANN,Investment management and disbursements,New YorkUnited States,Investment management and disbursementsStart date -7/23/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-18 |
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