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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-09-29 |
| OH | RA | APPROVED | 2003-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Columbus | OH | 07/2002 | Present |
NAME OF OTHER BUSINESS: The State Convention of Baptists in Ohio / INVESTMENT RELATED?: N/ ADDRESS:9000 Antares Avenue, columbus , OH/ NATURE OF THE BUSINESS: Charity / POSITION: Member of Board of directors / DUTIES:- Discuss & vote on convention matters such as policy & staff changes, mission & ministry partnerships and initiatives.- Review & give input on annual budget and other related financial matters. / START DATE:1/13/22/ HOURS DEVOTED TO BUSINESS: NA Name of Business: The LifeWise Foundation./ Address: 5375 Grace St Hilliard Ohio United States 43026./ Investment Related: No./ Nature: To raise funds for and provide income to LifeWise Academy, a non-profit education charity./ Role: Member of Board of directors./ Duty: General duties including treasurer. Help with fundraising strategies, etc./ Start Date: 3/8/2024./ Time Required: No.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-24 |
| S65 | Uniform Investment Adviser Law Examination | 2000-12-20 |
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