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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-17 |
| FL | RA | APPROVED | 2008-12-24 |
Branch Locations
1819 Main Street Suite 900, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Sarasota | FL | 12/2008 | Present |
1. Certified Financial Planner Board of Directors, The mission of CFP Board of Standards, is to credential competent and ethical financial planners, uphold CFP® certification as the recognized standard, advance the financial planning profession and to expand CFP® professional diversity for the benefit of the public, Member of Board of directors, The Board of Directors is the governing authority for CFP Board Center for Financial Planning and the Board of Directors and sole voting members of CFP Board of Standards, start date-1/1/2024, Washington DC United States-20005. David Begala and Jodi Begala, Vacation/rental property, Proprietor / owner, I am the owner of the property. I will potentially collect rental income., start date-4/15/2024, snowmass village colorado United States.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-16 |
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