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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-15 |
| ME | RA | APPROVED | 2019-03-27 |
Branch Locations
One Post Office Square, Boston, MA 02109 • United States
North Reading, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Boston | MA | 11/2012 | Present |
1) Jeanne Munro/Investment realted?:yes /8006 Kilkenny Court,Naples,FL/I have been managing my mother in law Jeanne Munro's accounts for the last 24 years. She has named me in her estate plan as her Durable POA if she becomes incapacitated, or unable to manage her financial affairs. I am not currently acting as POA at this time, as she is currently healthy and fit. I am requesting approval in advance, in the event that the need for me to serve as POA should ever come to pass in the future./continue to manage investment accounts as I do currently, consistent with the clients objectives. If necessary to exercise POA, it would be to help manage additional financial matters such as paying bills, and any other household financial obligations/Start date?: 2/10/2021/
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-31 |
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