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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-08-17 |
| NE | RA | APPROVED | 2006-08-12 |
Branch Locations
13815 Fnb Parkway Suite 300, Omaha, NE 68154-5220 • United States
Valley, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Omaha | NE | 08/2006 | Present |
1) Omaha Home for Boys Foundation, Omaha Nebraska United States-68104, Foundation, Charity, invest money in the foundation for the purpose of funding the operations of the Omaha home for boys, Member of Board of directors, advise on investments for the foundation, start date-1/1/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-28 |
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