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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-12-12 |
| NY | RA | APPROVED | 2021-10-26 |
| TX | RA | APPROVED_RES | 2013-06-04 |
Branch Locations
400 South Salina St Suite 402, Syracuse, NY 13202 • United States
Jacksonville, NC • United States
Chittenango, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Syracuse | NY | 05/2013 | Present |
BOLIVAR ROAD PTA / 6983 BOLIVARD ROAD CHITTENANGO,NY 13037 / TREASURER /START DATE 9/1/2015 / MINIMAL VOLUNTEER HOURS ANNUALLY 2) Name of Business: Friends of the Central Library./ Address: 447 S Salina Street, 2nd Floor Syracuse NY United States 13202./ Investment related: No./ Nature: Raising money to support the county library and educational initiatives by hosting fundraising events and a guest lecture series./ Role: Member of Board of directors./ Duty: Monthly meetings; committee membership./ Start Date: 7/12/2023./ Time Require: Yes. 3) Faith Heritage School, NY United States-13205, Educational Establishment, Private K-12 Christian school, Member of Board of directors, Providing personnel, financial and spiritual oversight for the leadership of the school. Assuming role of Treasurer including authorization on outside investment accounts and chairing the finance committee, start date-6/1/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-26 |
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