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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-08-23 |
| TX | RA | APPROVED_RES | 2010-07-27 |
| NJ | RA | APPROVED | 2002-10-09 |
Branch Locations
101 West Elm Street Suite 200, Conshocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Philadelphia | PA | 07/2002 | Present |
1) AMY'S YARDSALE FOUNDATION; 105 Black Walnut Ln, Plymouth Meeting, PA 19462; Charitable organization to help families with cancer; Oversee fundraising and distribution of funds; 9/1/2017; Business hours per month: 5-10 hours /// 2) NAME OF OTHER BUSINESS: Hope Lodge Advisory Council / INVESTMENT RELATED?: N / ADDRESS: 110 W. Laurel Avenue, Cheltenham/ NATURE OF THE BUSINESS: The American Cancer Society Hope Lodge program provides a free home away from home for cancer patients and their caregivers receiving treatment in the Philadelphia area./ POSITION: Advisor or advisory group member if advice given may influence an officer/board / DUTIES: Fundraising / START DATE: 3/7/2023 / HOURS DEVOTED TO BUSINESS: _NA /// 3) St. Peters Lutheran Church; Lafayette Hill, PA 19444; Church; Church investment committee; Help manage church investments; Start date: 4/15/2024 4) Ancillae Assumpta Academy, Wyncote PAUnited States, Educational Establishment, Catholic School, Track Coach, Coach track team, start date-3/1/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-30 |
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