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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-04 |
| NY | RA | APPROVED | 2021-10-02 |
| TX | RA | APPROVED_RES | 2016-11-01 |
| CA | RA | APPROVED | 2007-02-09 |
| OH | RA | APPROVED | 2007-02-09 |
Branch Locations
Pepper Pike, OH • United States
30050 Chagrin Boulevard Suite 200, Pepper Pike, OH 44124 • United States
Naples, FL • 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 |
|---|---|---|---|---|
| Mcdonald Investments Inc. | Pepper Pike | OH | 06/2003 | Present |
| Ubs Financial Services Inc. | Pepper Pike | OH | 02/2007 | Present |
1. InMotion, BeachwoodOHUnited States-44122, Charity, Offers community-based wellness for people with Parkinson's disease, providing healing arts, physical wellness, education, support, and symptom-specific programs to help clients feel better every day, Member of Board of directors, In addition to being a part of the Board and attending meetings, I am expected to help raise funds, donate, be an ambassador for the organization in the community and serve on committees in specific subject areas. I have asked to serve on the marketing and investment committees, start date-5/16/2024. 2. Rapallo LMA, LLC, Residential real estate purchase with my best friends and UBS clients, Partner, Partner in the LLC created to hold the property. No other duties or responsibilities, start date-9/1/2022, St Naples FloridaUnited States-34119.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-03 |
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