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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-12 |
Branch Locations
760 Sw 9Th Ave Suite 2450, Portland, OR 97205 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Global Asset Management | Portland | OR | 10/2002 | 10/2022 |
| Ubs Financial Services | Portland | OR | 10/2022 | Present |
1) Name of Business: Oregon Historical Society./ Address: 1200 SW Park Ave Portland OregonUnited States 97205./ Investment Related: No./ Nature: preserve history of the state of Oregon./ Role: Member of Board of directors./ Duty: general board member./ Start Date: 5/11/2023./ Hours Devoted: No./ Time Required: N/A. 2) Name of Business: Women in Wine./ Address: 5000 NE Sokol Blosser Ln Dayton Oregon United States 97114./ Investment Related: No./ Nature: Education and workshops to help empower women in the wine industry./ Role: Member of Board of directors./ Duty: Treasurer./ Start Date: 11/16/2023./ Time Required: Yes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-06-08 |
| S65 | Uniform Investment Adviser Law Examination | 1998-06-08 |
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