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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2021-12-10 |
| NC | RA | APPROVED | 2021-12-08 |
| CA | RA | APPROVED | 2021-12-06 |
| TX | RA | APPROVED_RES | 2008-08-26 |
| FL | RA | APPROVED | 2008-08-21 |
Branch Locations
201 N. New York Avenue 3Rd Floor, Winter Park, FL 32789 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Orlando | FL | 08/2008 | Present |
1)MACON RESTAURANT GROUP LLC /270 CORY DR/ Macon/ GA 31210/ United States/ Company / Real Estate / This is a private co, holding real estate. This real estate is leased to a related company which owns and operates a franchise restaurant. My involvement will not be in the restaurant business, just an investor / partner in the entity holding the real estate./ Silent Investor / partner./ Receive compensation?: Yes / Owneership in business?: 33.33%/ Start Date 7/26/2019 2) Not know yet - new business opportunity, There will be two private entities. One will hold the real estate - Land and Building and the other will be an operating entity, which will own and operate a restaurant. The restaurant operating entity will be the tenant and pay rent to the land and building entity. Both entities will have the same partners in the same percentages, Silent Investor / partner. I will not be involved in the day to day operations.start date-9/1/2024, MACONGAUnited States-31210.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-20 |
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