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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-10-18 |
| GA | RA | APPROVED | 2015-12-15 |
Branch Locations
3560 Lenox Road Ne Suite 2800, Atlanta, GA 30326 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Atlanta | GA | 12/2015 | Present |
First Church of Christ Scientist Atlanta / United States / 150 15th Street NE GA 30309 / https://christianscienceatlanta.com// Religious Institution / Charity / Serve as Chair of the Finance Committee - Help the Board with Annual budgeting and reviewing church finances / Advisor or advisory group member if advice given may influence an officer/board / Authority to Make Investment Decisions?: YES / There is no compensation for this role, my sole motivation is the help my church given my skills and talents / Start Date 6/1/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-09 |
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