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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2014-04-16 |
Branch Locations
61 South Paramus Road Mack Center Iv, Paramus, NJ 07652 • United States
River Edge, NJ • 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. | Paramus | NJ | 04/2014 | Present |
1) G.A. Estate, In connection with processing the C.A. Estate her IRA beneficiary was still her pre-deceased husband G.A or his Estate. To distribute the IRA to Carole's estate I need to be appointed Administrator of G.A Estate which will then go to Carole's estate and distributed per her will, River Edge New Jersey, United States- 0766 , I will work with the attorney, accountant, to distribute the assets in the will to G.A. Estate which will then go to C.A. Estate for which I am the Executor, Start date-5/20/2024. 2) C.A.A. Estate, To process the Last Will and Testament of C.A.A. and dispose of her belongings and assets, I will work with the attorney, accountant, to process her will and carry out her final wishes as recorded in her Last Will and Testament, Start date-11/22/2023, West OrangeNew Jersey United States07052.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-06 |
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