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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-10-09 |
Branch Locations
2055 Crocker Road, Westlake, OH 44145 • United States
Lakewood, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Rocky River | OH | 10/2012 | Present |
1. Blessing HouseUnited States, Elyria OhioUnited States-44035, Charity, Blessing House is a children's crisis care center that provides residential care for children birth through 12 whose parents or caregivers are facing a crisis or emergency or are experiencing a high level of stress that might put their children at risk of abuse or neglect, Advisory CommitteeMonitor compliance with Investment Policy and assist the Board of Directors in selecting and retaining investment managers, start date-6/14/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-02 |
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