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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-01 |
| FL | RA | APPROVED | 2008-11-19 |
Branch Locations
295 1St Street South, Winter Haven, FL 33880 • United States
Lakeland, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Winter Haven | FL | 11/2008 | Present |
WealthEnV LLC,FLUnited States,Entity is a technology and media company whose sole business purpose is the development of a video game to teach financial literacy. It is still in the development phase and it is not involved in financial services, investment advice or the sale of financial products."I am neither a Member nor the Manager of this entity. I have no role within the Entity. The Entity is a Manager Managed LLC. The Entity does not have a Board of Directors. Per Florida law, In a manager-managed limited liability company, a matter relating to the activities and affairs of the company is decided exclusively by the manager, or if there is more than one manager, by the managers, except as expressly provided in this chapter. Section 605.0407"I have NO duties to perform0Start date -3/29/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-24 |
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