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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-01 |
| NJ | RA | APPROVED | 2021-08-06 |
Branch Locations
61 South Paramus Road Mack Center Iv, Paramus, NJ 07652 • United States
1285 Avenue Of The Americas 15 Thru 18Th Floors, New York, NY 10019 • United States
Massapequa Park, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | New Hyde Park | NY | 02/2005 | Present |
| Jpmorgan Securities Llc | New Hyde Park | NY | 09/2007 | Present |
| 989 Main Street Llc | Clifton Park | NY | 01/2014 | Present |
| 989 Main Street Associates Llc | Clifton Park | NY | 06/2020 | Present |
| Ubs Financial Services Inc. | Paramus | NJ | 07/2021 | Present |
1) Entity Name: 989 Main Street Associates LLC/ Investment related: Yes/ Address: 13 Baltusrol Drive Clifton Park, NY 12065/Nature of the other business: Purchasing a rental property located in Albany NY for residential rental purposes./Position/Title/Relationship: Partial Owner /Start Date: 18-Jun-2020/Approximate # of hours a month: 1/ Approximate # of hours during securities trading hours: 0/ Briefly describe your duties: Limited partner 2)Entity Name: Massapequa Soccer Club Investment related: No/Address: Massapequa Park, NY /Nature of the other business: The Mission of the Massapequa Soccer Club is to foster and promote the growth and development of youths in the community through the amateur sport of soccer and competition./Position/Title/Relationship: Officer Start Date: 01 Aug 2017 /Approximate # of hours a month: 10 hrs/week/Approximate # of hours during securities hours: 0/Briefly describe your duties: Treasurer 3) 989 Main Street LLC / investment related?: yes / Commerical Rental Property/Investment related: No/Address: 13 Clifton Park, NY/ Partner/ As minority owners Kristen and Bill currently have limited to no responsibilities of running 989 Main Street Associates LLC./ Purposes of the entity is to make investments in real estate. Currently the LLC owns two rental properties located in Albany, NY./ start date: 3/1/2014 4) W & D. S Irrevocable Trust dtd 11/7/2017, Trust was established for estate/health care planning purposes for W.C. S Jr. and D.C.S Masspaequa Park New York United States-11762. no activity, Currently Trust just holds residence so there is no activities unless property is sold, start date-11/7/2021.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-02-22 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-27 |
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