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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-12-16 |
| LA | RA | APPROVED | 2011-11-28 |
Branch Locations
909 Poydras Street Suite 2900, New Orleans, LA 70112 • 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 | New Orleans | LA | 10/2011 | Present |
1) Northshore Camellia Club / 16423 Summerhill Dr. Covington,Louisiana 70435 / Other/ Agriculture & Livestock / Hold an annual camellia show, educate others to the propagation, care, and planting of camellias / Officer / / Currently Vice- President - Past President - Hold 9 meetings each camellia season/ Start Date 6/1/15 /// 2) General Society of Colonial Wars, Hanover PAUnited States-17331, Charity, "501c3 - Preservation of records, manuscripts, historical documents, and providing education of our country's Colonial Period and its History, "Patriotic Organization - Preservation and Education regarding the Colonial Period 1607-1775, honoring those that served in the military", Officer, "Currently Vice-President. Will become President of the Louisiana Society on 5/17/2025 serving for three years. This is relative to the efforts of preservation of and education of the history during the Colonial Period in the US.", start date-3/15/2024. 4) Louisiana Society of Colonial Wars, New OrleansLA United States-70130, Charity,"501c3 - Preservation of records, manuscripts, historical documents, and providing education of our country's Colonial Period and its History", "Patriotic Organization - Preservation and Education regarding the Colonial Period 1607-1775, honoring those that served in the military", Officer, "President as of 5/18/2025 serving for three years. This is relative to the efforts of preservation of and education of the history during the Colonial Period in the US.", start date-5/18/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-18 |
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