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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-29 |
| DE | RA | APPROVED | 2013-08-20 |
| TX | RA | APPROVED | 2013-08-20 |
Branch Locations
20 Montchanin Road Suite 170, Greenville, DE 19807 • United States
Wilmington, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Wilmington | DE | 08/2013 | Present |
1)STRATEGIC PERFORMANCE SOLUTIONS, INC / 16 THOMPSON COURT REHOBOTH BEACH,DELAWARE 19971 / OTHER MANAGEMENT CONSULTING / EXECUTIVE COACHING AND LEADERSHIP DEVELOPMENT / OFFICER / / BILLING, BOOKS, / START DATE 10/1/2003 2)Tracey A. Nicholdon 2017 Revocable Trust / 4900 10th Court SouthBirmingham/Jefferson/BirminghamAlabama35222 / This is a revocable living trust / As successor trustee I will administer the trust in the event of the death of the trustee. At such time as I become successor trustee I will surrender the account to another financial advisor / 3/1/2017
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-20 |
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