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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-24 |
| NC | RA | APPROVED | 2008-12-12 |
Branch Locations
380 Knollwood Street, Winston-Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Winston-Salem | NC | 12/2008 | Present |
ST. PAUL'S EPISCOPAL CHURCH; 520 Summit St, Winston Salem, NC 27101; Provide a place of worship for the congregation; chair of the investment committee 1 of 5; 8/1/2018; Business hours per month: No // MH4, LLC; Development known as Meadowmont; Chapel Hill, NC 27517; Townhouse Development; Other; Member; voting for manager change if needed; 5/21/2015; Business hours per month: No // MEADOWMONT LEGACY LLC; 2001 Sussex Ln, Winston Salem, NC 27104; To administer family owned basketball tickets; Member of a committee with management/supervisor functions; Manage the distribution of basketball tickets; 12/29/2017; Business hours per month: No 2) Name of Business: Innovative Perioperative Technologies, LLC./ Address: 2001 Sussex LaneWinston Salem NC United States 27104./ Investment Related: Yes./ Nature: The purpose of the Sub-S is to invest in private equity thru a senior convertible promissory note./ Role: Member is Subchapter-S./ Duty: Information dissemination./ Start Date: 6/13/2023./ Hours Devoted; N/A.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-14 |
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