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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-02-13 |
| TX | RA | APPROVED | 2020-02-13 |
Branch Locations
30050 Chagrin Blvd Ste 150, Pepper Pike, OH 44124 • United States
Chagrin Falls, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Pepper Pike | OH | 12/2010 | Present |
| Wells Fargo Clearing Services | Pepper Pike | OH | 02/2020 | Present |
CANTERBURY GOLF CLUB; INVESTMENT RELATED; BEACHWOOD,OH; FINANCE COMMITTEE MEMBER; START DATE 10/01/2019; NUMBER OF HOURS PER MONTH 3; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS ANNUAL BUDGET, DUE STRUCTURES, CAPITAL PROJECTS, LONG RANGE PLANNING, AND THE MONITORING OF REVENUES AND EXPENSES IN RELATION TO BUDGETARY TARGETS AND OBJECTIVES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-26 |
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