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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-22 |
| PA | RA | APPROVED | 2018-10-30 |
| CO | RA | APPROVED | 2016-02-05 |
Branch Locations
101 West Elm Street, Conshohocken, PA 19428 • United States
1735 Market Street, 44Th Floor Mellon Bank Ctr., Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Boulder | CO | 02/2016 | 07/2018 |
| Ubs Financial Services Inc. | Philadelphia | PA | 08/2018 | Present |
Bridge House / 1120 Pine St Boulder,co 80304 / Other/ Other Homeless Services / Providing transitional opportunity to Boulders Homeless and working poor / Advisor or member of an advisory committee, if the advice given will or may influence the board or other senior management or supervisory board of the organization in question / / Sit on Finance committee / Start Date 3/1/13 not for profit / 2. Name of Business: Springside Chestnut Hill Academy./ Address: 500 W Willow Grove Ave Philadelphia PAUnited States 19118./ Investment Related: No./ Nature: k-12 Education./ Role: 4 board meetings a year and also 4 finance committee meetings a year. Help advise the school./ Start Date: 9/23/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-30 |
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