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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2003-01-31 |
Branch Locations
4400 Post Oak Parkway Suite 1700, Houston, TX 77027 • 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 | Houston | TX | 11/2013 | Present |
1)PARTNER (1/3) IN PHYSICIAN TELEPHONE ANSWERING SERVICE HOUSTON,TEXAS. 2)ALL STAR ENERGY LLC /800 BERING DRIVE, SUITE 250 HOUSTON, TX 77057 / UTILITIES (ELECTRICITY, GAS DISTRIBUTION, WATER) / WHOLESALE ELECTRICITY SALES / MEMBER OF BOD / ATTEND BOARD MEETINGS / START DATE 08/01/2010. 3)TANGLEWOOD HOME OWNERS ASSOCIATION / 5757 WOODWAY, SUITE 160 HOUSTON,TX 77057 / ASSOCIATION (I.E., TRADE OR INDUSTRY, SPORT...)/ OTHER HOME OWNERS ASSOCIATION / HOME OWNERS ASSOCIATION / MEMBER OF BOARD OF DIRECTORS / / ATTEND MEETINGS ABOUT NEIGHBORHOOD / START DATE 11/30/2012. 4) Name of Business: The Bridge Leadership and Mentorship Program./ Address: University of Texas at Austin Austin, TX./ Investment Related: No./ Nature: Mentoring student athletes at The University of Texas at Austin./ Role: Advisor or advisory group member if advice given may influence an officer/board./Duty: Mentor student athletes from The University of Texas basketball team, including life/leadership skills, ethics, appearances, public speaking, and others./ Start Date: 8/1/2023./ Hours Devoted: No.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-10-31 |
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