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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-26 |
| CT | RA | APPROVED | 2023-06-06 |
| NY | RA | APPROVED | 2023-06-02 |
Branch Locations
1285 Avenue Of The Americas Floor 15 Thru 18, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 02/2014 | 06/2023 |
| Bank Of America, N.A. | New York | NY | 03/2014 | 06/2023 |
| Ubs Financial Services Inc | New York | NY | 06/2023 | Present |
I*99926 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: GERSCHEL BROTHERS HOLDING LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: PAWLING, NEW YORK 12564 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 11/9/2016 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FAMILY LIMITIED PARTNERSHIP -- I AM A 25% OWNER. ALONG WITH MY 3 BROTHERS WE ARE PASSIVE OWNERS OF AN INVESMENT PROPERTY/COUNTRY HOME AND OWN SHARES IN PRIVATE COMPANY. 2) Address: 30 Fifth Ave New York New York United States 10011./ Investment Related: No./ Nature: Manage the day to day operations on a NYC residential CO-OP./Role: Advisor or advisory group member if advice given may influence an officer/board./ Duty: Discuss activities of the CO-OP./ Start Date: 6/23/2023./ Hours Devoted: No./ Time Required: N/A.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-01 |
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