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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-25 |
| MN | RA | APPROVED | 2013-12-09 |
| IN | RA | APPROVED | 2006-08-12 |
| TX | RA | APPROVED_RES | 2006-08-12 |
Branch Locations
8500 Normandale Lake Blvd., Bloomington, MN 55437 • United States
Excelsior, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Bloomington | MN | 08/2006 | Present |
Sunrise Point Real Estate, LLC/Category - LLC owned solely by me/Principal business activities -This LLC is owned 100% by me, solely to hold another investment that has already received prior approval at UBS. This LLC was created to own my investment in SouthMetro Centers as I am a Tenant in Common with other owners and wanted to shield liability that could be related to this shopping center. I do not have an active role in managing the shopping center. I do control 100% of the LLC/Role -Proprietor / owner/ Duty - I control the LLC as the sole owner. / Comp - No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-26 |
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