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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2002-02-12 |
| SC | RA | APPROVED | 2002-01-25 |
Branch Locations
17 West Mcbee Avenue Poinsett Plaza, Greenville, SC 29601 • United States
Greenville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Greenville | SC | 07/2001 | Present |
Burgiss Charities / 1525 W W. T. Harris Blvd Charlotte,NC 28262 / Foundation/ Charities, Cultural, Educational & Political Organisations / Grant Making / Trustee / / Grant making / Start Date 10/27/2016 / YMCA of Greenville601 East McBee AvenueSuite 212Greenville, SC 29601/Principal Business Activity- To serve the YMCA of Greenville as a volunteer, overseeing the implementation of the organization s policies and procedures that fulfills its mission as a human services agency; advise on the sale and acquisition of assets; and to serve as an ambassador to communicate the Y s purpose in the community/ Role - Treasurer/ Compensation - No L T. GREVOCABLE TRUST AGREEMENT,holding and managing assets for my uncle's benefit,United States,managing assets for my uncle's benefit and distributing at his deathStart date -5/31/2025 H F G Jr Family Foundation,Charitable grant making,scUnited States,Chair of foundation. Start date - 5/1/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-10 |
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