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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-05-19 |
| TN | RA | APPROVED | 2009-02-12 |
Branch Locations
6070 Poplar Avenue Suite 400, Memphis, TN 38119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Memphis | TN | 01/2009 | Present |
1) Name of the Business: Jewish Foundation of Memphis / Address: 6560 Poplar Ave #B, Memphis, Tennessee, United States 38138 / Investment Related: No / Nature of the business: Raise funds as the philanthropic resource for Jewish families in the Memphis area. / Role: Member of Board of directors. / Duty: Help direct policy for the organization as a general board member. / Start Date: 5/1/2023. / Hours Devoted: No. / Time Required: N/A.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-18 |
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