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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-27 |
| GA | RA | APPROVED | 2008-11-28 |
| TX | RA | APPROVED | 2008-11-28 |
Branch Locations
3560 Lenox Road Ne 28Th Floor, Atlanta, GA 30326 • United States
712 South East Ocean Blvd. Ground Floor, Stuart, FL 34994 • United States
Stuart, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Atlanta | GA | 11/2008 | Present |
1) Name of Business: Grey Ghost Aviation, LLC./ Address; 2900 SE Dune Drive, #315 Stuart FL United States34996./ Investment Related: Yes./ Nature: Fractional jet ownership. The LLC owns 6.25% of the plane./ Role: Officer./ Duty: None. I just pout my 6.25% ownership into a LLC../ Start Date: 3/31/2023./ Time Required: NA. 2) Name of Business: Riverside Preparatory Academy also named Riverside Military Academy. They changed the name last year ./ Address: 2001 Riverside Drive, Gainesville GA 30501./ Nature: Private preparatory and boarding school. I am an alumni from this academy. / Role: The board of trustees' help oversee the academy./ Duty: Twice a year the school has meetings to review their business plan, enrollment, athletics, and curriculum. As a Trustee, we are a sounding board for the administration to help make sensible decisions to ensure the success of the academy. / Start Date: October 1, 2023./ Time Required: About four hours a year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-06 |
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