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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-07-30 |
| WI | RA | APPROVED | 2024-05-13 |
| FL | RA | APPROVED | 2024-04-16 |
| CT | RA | APPROVED | 2023-05-31 |
| NY | RA | APPROVED | 2021-11-29 |
| UT | RA | APPROVED | 2020-08-18 |
| TX | RA | APPROVED_RES | 2015-12-10 |
| NJ | RA | APPROVED | 2015-12-04 |
Branch Locations
299 Park Ave 26Th Floor, New York, NY 10171 • United States
Westhampton Beach, NY • United States
1285 Avenue Of The Americas 38Th Floor, New York, NY 10019 • United States
Greenwich, CT • United States
100 West Putnam Avenue 2Nd Floor, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | New York | NY | 12/2015 | Present |
1) New Alternatives for Children / United States / 37 W 26th St / NY / New York / United States / 10010 / / No / Charity / / Other / Non profit agency that provides support to children with disabilities. / New Alternatives for Children provides support of birth, foster, and adoptive families who are caring for children with special medical needs at home. / Active / Member of Board of directors / I am chairman of the financial committee. / 30 / No / No / No / No / Start Date 10/01/2017 / No / No / No / No No / New York, NY / No / No / I believe in the charity and want to help. It is also a great networking opportunity for me professionally -- and a resume builder. / No /// 2) NAME OF OTHER BUSINESS: MLTE Properties / INVESTMENT RELATED?: y/ ADDRESS: 133 Parsonage Road/ NATURE OF THE BUSINESS: This is a personal LLC that holds my personal real estate. My wife and I own 100% of this LLC. The LLC is for tax and estate planning purposes. / POSITION: Sole proprietorship / DUTIES: I own the real estate. same as owning a home, just through an LLC./ START DATE: 08/31/22 / This LLC will own my ski home in Deer Valley. We may rent it out on occasion. Proprietor / owner /// 3) NAME OF OTHER BUSINESS: Greenwich Economic Forum / INVESTMENT RELATED?: N/ ADDRESS: Greenwich Ave, CT / NATURE OF THE BUSINESS: Association (e.g. Trade or Industry, Sport),Banking (Retail, Investment, Merchant) / POSITION:A member which grants me access to 2 conferences each year and some podcasts./ DUTIES: No duties other than learning and networking. / START DATE: 10/1/2022/ HOURS DEVOTED TO BUSINESS: NA /// 4) Bayfield Court, Westhampton Beach, NY / Other / My Hamptons Home - I'm renting it out / Proprietor / owner / I own the house, start date-9/1/2019 5) Aspatuck Tennis Club, Private tennis club, Member of Board of directors, President of the club - with board of directors, start date-10/1/2017, Westhampton Beach NYUnited States-11978.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-24 |
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