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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-26 |
| FL | RA | APPROVED | 2021-06-22 |
| NJ | RA | APPROVED | 2015-12-08 |
| TX | RA | APPROVED | 2015-12-07 |
Branch Locations
712 South East Ocean Blvd. Ground Floor, Stuart, FL 34994 • United States
1285 Ave Of The Americas 19Th Floor, New York, NY 10019 • United States
Locust Valley, NY • United States
Hobe Sound, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New York | NY | 12/2015 | Present |
Betty Wright Landreth Trust UAD 12/15/2016 / Investment Assets related to the Estate of Betty W. Landreth, deceased as of 8/15/2017 / P.O. Box 426 / Locust Valley / New York / United States / 11560 Manage financial assets in the Trust until final distribution takes place. / Active / USD / 200000
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-21 |
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