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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-27 |
| TN | RA | APPROVED | 2015-10-19 |
Branch Locations
3102 West End Avenue Suite 500, Nashville, TN 37203-6017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Nashville | TN | 10/2015 | Present |
1) EVERGREEN ON THE HARPETH; PO Box 991, Thayne, WY 83127; to hold and manage our personal real estate; Partner; Make decisions about buying and selling property with my husband; 7/1/2020; Business hours per month: No /// 2) MOORE WHATTON HOLDINGS, LLC; 9150 Jones Ct, Brentwood, TN 37027; real estate; Partner; equal membership between 4 partners; 10/1/2014; Business hours per month: No /// 3) Surf On the Harpeth / Company / Real Estate Management / Other / I am a 50% member and my husband is the other 50% member / Make decisions to buy and sell real estate, start date-1/1/2021 4) Aspen Chelsea Lee HoldingsReal Estate Holdings and rentalsUnited StatesPartnerReal estate purchases and rental income management5/1/2022, TNBrentwood United States37027
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-02 |
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