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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-02-13 |
| TX | RA | APPROVED | 2009-01-22 |
Branch Locations
100 Crescent Court Suite 400, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Houston | TX | 01/2009 | Present |
1)MKF INVESTMENTS / DALLAS TEXAS 75205 / FAMILY ENTITY THAT IS PART OF OUR FAMILY'S TRUST AND ESTATE PLAN. / PERSONAL INVESTMENTS / OTHER MY HUSBAND AND I OWN THE ASSETS / START DATE 02/15/2009. 2) NAME OF OTHER BUSINESS: UT Dallas / INVESTMENT RELATED?: No / ADDRESS: 800 West Campbell Road, Dallas TX / NATURE OF THE BUSINESS: Education/ POSITION: Advisor Executive Board / DUTIES: Help deepen the relationship of the university to our community. / START DATE: 9-1-2022 / HOURS DEVOTED TO BUSINESS: NA 3) Name of Business: The Ackerman Center at UT Dallas./ Address: UT Dallas 800 West Campbell RoadRichardson TexasUnited States 75080./ Investment Related: No./ Nature: would serve as an officer of a holocoast educational center providing educational services to university students and to the community./ Role: Member of Board of directors./ Start Date: 8/1/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-04 |
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