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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2008-12-01 |
| TX | RA | APPROVED | 2008-11-12 |
Branch Locations
401 East Las Olas Boulevard Las Olas Centre, Ft. Lauderdale, FL 33301 • United States
888 San Clemente Drive, Newport Beach, CA 92660 • United States
Islamorada, FL • United States
Parkland, FL • 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 | Ft. Lauderdale | FL | 11/2008 | Present |
1)SOS USA / 1620 I STREET NW WASSINGTON,DC 20006 /Foster Care for abused and abandoned children. I will assume a non officer position on the advisory board./ CHARITIES, CULTURAL, EDUCATIONAL & POLITICAL ORGANISATIONS / FUNDRAISING FOR CHILDREN'S FOSTER CARE / MEMBER OF BOARD OF DIRECTORS / / ADVISORY BOARD MEMBER / START DATE 3/18/2010 2)Keys Capital Management / 7007 NW 70 Ter Parkland,Fl 33067 / Partnership/ Real Estate / Management of vacation rental properties / Partner / / normal realestate property management / Start Date 1/10/2018 3)Edge Advisory Group/ Category- Company/ Principal Business Activity- Real estate management company/Role- Proprietor / owner/Duty - Simple management of real estate owned by my other LLC. I thought this was already approved./ Comp- No, start date-1/1/2019 3) Angler Reef HOA/ investment related? :no / Anglers Reef, Islamorada, Florida, 33036 US/ Officer/ Basic budgeting and cash flow management./ start date: 8/18/2021
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-03 |
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