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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2021-10-13 |
| CA | RA | APPROVED | 2021-10-07 |
| FL | RA | APPROVED | 2019-05-23 |
| NC | RA | APPROVED | 2008-11-21 |
| TX | RA | APPROVED | 2008-11-21 |
Branch Locations
201 N. New York Avenue 3Rd Floor, Winter Park, FL 32789 • United States
Cary, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Durham | NC | 11/2008 | Present |
1)MEHTA PARTNERS / CHAPEL HILL, NC / PARTNERSHIP / REAL ESTATE / PURCHASE AND RENT COMMERCIAL REAL ESTATE / IS THIS AN INDUSTRY SECTOR ORGANIZATION? NO / PARTNER / DECISIONS ON ACQUISITION OF PROPERTY / WILL YOU HAVE AUTHORITY TO MAKE INVESTMENT DECISIONS? YES / START DATE 12/15/2010 ~ 2)MEHTA PARTNERS LLC / CARY, NC / COMPANY / REAL ESTATE / REAL ESTATE INVESTMENTS / OTHER / OWNER AND MANAGER / REAL ESTATE INVESTMENTS / START DATE 8/1/2011 ~ 3) Sunman Rd - Mehta Partners LLC / US / Charlotte, NC / Company / Banking (Retail, Investment, Merchant) / rental home / Property is managed by a property manager. No active role except receipt of income / Investment in Company?: YES; 100% / Authority to Make Investment Decisions?: YES / Start Date 2/19/2020 ~ 4) Chalgrove Ln - Mehta Partners LLC / US / Charlotte, NC / Company / rental home / Property is managed by a property manager. No active role except receipt of income. / Investment in Company?: YES; 100% / Authority to Make Investment Decisions?: YES / Start Date 2/19/2020 ~ 6) Fulton Ave - Mehta Partners LLC / US / Charlotte, NC / Company / rental home / Property is managed by a property manager. No active role except receipt of income. / Investment in Company?: YES; 100% / Authority to Make Investment Decisions?: YES / Start Date 2/19/2020 ~ 7) Wicked Oak Ln / US / Charlotte, NC / Sole proprietorship / rental home / Property is managed by a property manager. No active role except receipt of income. / Investment in Company?: YES; 100% / Authority to Make Investment Decisions?: YES / Start Date 2/19/2020 ~ 8) West Blvd - Mehta Partners LLC / US / Charlotte, NC / Company / rental home / Property is managed by a property manager. No active role except receipt of income / Investment in Company?: YES; 100% / Authority to Make Investment Decisions?: YES / Start Date 2/19/2020 ~ 9) Chesterfield - Mehta Partners LLC / US / Charlotte, NC / Company / rental home / Property is managed by a property manager. No active role except receipt of income. / Investment in Company?: YES; 100% / Authority to Make Investment Decisions?: YES / Start Date 2/19/2020 ~ 10) West Blvd (2) - Mehta Partners LLC / US / Charlotte, NC / Company / Banking (Retail, Investment, Merchant) / rental home / Proprietor / owner / Property is managed by a property manager. No active role except receipt of income. / Investment in Company?: YES; 100% / Start Date 2/19/2020 ~ 11) West Blvd (3) - Mehta Partners LLC / US / Charlotte, NC / Company / Banking (Retail, Investment, Merchant) / rental home / Property is managed by a property manager. No active role except receipt of income. / Investment in Company?: YES; 100% / Start Date 2/19/2020 ~ 14) Private Residence / investment related home rental / collecting rental income / owner / start date: 2/1/2022 ~ 15) Patricia Ann Ct Orlando FL / Sole proprietorship / Construction of a residential home on this lot / Proprietor / owner / Making decision about purchase of a lot of land and construction of a house. ~ 16) E Grant St. / Sole proprietorship / home rental / owner / Will just be collecting rental in ~ 17) Manish Mehta / Sole proprietorship / Residential real estate lot / owner / This is for purchase of residential real estate lot. I will own the lot and make any decisions related to ownership 18) 1420 Bessmor Rd, Residential real estate. Construction and improvement of single family home, Proprietor / owner, Making decision about purchase of the residential real estate, renovation and any future construction, start date-7/15/2024, Winter Park United States32789. 1303 E Harding St, Residential real estate lot for construction, Proprietor / owner, Making decision about purchase of the residential real estate lot of land and any future construction, start date-2/28/2023, OrlandoUnited States-32806
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-14 |
| S66 | Uniform Combined State Law Examination | 2001-09-10 |
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