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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-22 |
Branch Locations
5300 Meadows Rd Suite 300, Lake Oswego, OR 97035-3229 • United States
760 Sw 9Th Ave Suite 2450, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Portland | OR | 01/2008 | Present |
1. W.B. Family Trust, Provide for the standard of living for M. and A. W., or their adult children, I am a successor trustee of the family trust. I will only be active in the role should something happen to the two existing trustees, M.W. and A.M.W. ,START DATE-7/27/2023, Portland OR United States-97219. 2. Next Level Marital Arts and Fitness, Provide Brazilian Jiu Jitsu, Thai Boxing and Strength & Conditioning classes, Partner, I will be responsible for monitoring the cash flow of the business and help to lead its marketing efforts in order to grow members of the gym, start date-7/1/2024, TigardORUnited States-97224
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-13 |
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