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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-09-17 |
| NV | RA | APPROVED | 2023-11-16 |
| ID | RA | APPROVED | 2021-05-06 |
| TX | RA | APPROVED_RES | 2011-07-26 |
| UT | RA | APPROVED | 2008-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Park City | UT | 11/2013 | Present |
1) JSLINPC/ investment related?: yes/ PO Box 1626, Sun Valley, ID, 83353 US/ Real Estate/ Partner/ Evaluate Investment Property and other non-public investment opportunities/ start date: 10/1/2021 2) NAME OF OTHER BUSINESS: The Sahm Family Foundation / INVESTMENT RELATED?: N / ADDRESS: 2466 Fender Avenue, Unit G / NATURE OF THE BUSINESS: Foundation- Charity. To support non profit organizations that are aligned with the foundations mission statement. / POSITION: Member of Board of directors / DUTIES: I will work with other members of the board of directors to make sure that the mission statement of the family foundation is being adhered to. I will help evaluate current initiatives and offer perspective on the organizations operations. / START DATE: 01/2/23 / HOURS DEVOTED TO BUSINESS: NA 3) Park City Historical Society and Museum528 Main StreetPark City, UT 84060,Chair of the Finance Committee, start date-10/29/2008
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-16 |
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