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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-01-20 |
| NC | RA | APPROVED | 2009-01-30 |
Branch Locations
380 Knollwood Street, Winston-Salem, NC 27103 • United States
Greensboro, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Winston-Salem | NC | 11/2013 | Present |
Canterbury School / pre-k through 8th grade private school / 5400 Old Lake Jeanette Rd. Greensboro, North Carolina 27455 / I serve on the board of trustees for the school. / Start Date 9/1/2019 /. 2) Name of Business: Sydnor Capital Partners, LLC/Investment Related: Y/Address: 704 Dover Rd.,Greensboro,/Nature of Business: LLC with my father and brother used to invest in commercial real estate/Role: Partner/Duties: make commercial real estate decisions/Start Date: 9/30/2021/ Hours Devoted: No
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-13 |
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