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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-20 |
| PA | RA | APPROVED | 2023-10-20 |
| TX | RA | APPROVED | 2023-10-20 |
Branch Locations
299 Park Ave 26Th Floor, New York, NY 10171 • United States
Pelham, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | St. Louis | MO | 12/2015 | 10/2023 |
| Ubs | New York | NY | 10/2023 | Present |
1) Name of Business: Credit Shelter TUW William J Hand./ Address: 91 Brookfield Road Mount VernonNYUnited States 10552./ Nature: To invest and hold assets/investments in the trust for the benefit of the beneficiaries./ Role and Duty: Help oversee the investments of the trust assets./ Start Date: 5/2/2022./ Time Required: N/A.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-02-16 |
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