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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-08-02 |
| NC | RA | APPROVED | 2009-03-16 |
Branch Locations
3700 Glenwood Avenue Suite 300, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Raleigh | NC | 03/2009 | Present |
NAME OF OTHER BUSINESS: Hayes Barton United Methodist Church Permanent Endowment Team / INVESTMENT RELATED?: No / ADDRESS: 2209 Fairview Road, Raleigh, NC / NATURE OF THE BUSINESS: Charity- this is a Methodist church. this is a Methodist church in Raleigh providing outreach and services to its congregation and the community / POSITION: Advisor or advisory group member if advice given may influence an officer/board/ DUTIES: work with the committee to review the church's endowment investments / START DATE: 01/01/2023 / HOURS DEVOTED TO BUSINESS: N/A.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-08 |
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