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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-12 |
| TX | RA | APPROVED | 2002-11-04 |
Branch Locations
7250 Dallas Parkway Suite120, Plano, TX 75024 • United States
Fairview, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Plano | TX | 02/2005 | Present |
1) Girl Scouts of North East Texas / 6001 Summerside Drive Dallas,Texas 75252 / Other/ Charities, Cultural, Educational & Political Organisations / delivering leadership development and education programs for girls / Member of a committee with management or supervisory functions / / Member of Committee on Community Engagement; I am not a statutory Board member; / Start Date 02/01/2017/ Charitable Organization / approx. 2 hours per month 2) Real Estate/investment related?: yes / 829 Parkwood Court, McKinney, US/start date: 8/26/2016/ 3) R.A.G. Trust Account - L. G. as Trustee, Life Insurance Trust, This is a life insurance trust, where funds are deposited, and the Insurance payment is made. I am disclosing this trust as an external role as I am trustee of the trust. My role is to issue the annual payment for the Insurance policy, start date-5/31/2002, Texas United States-75072.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-01 |
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