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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-26 |
| TX | RA | APPROVED | 2019-03-05 |
| NJ | RA | APPROVED | 2010-09-17 |
Branch Locations
1285 Avenue Of The Americas 15Th Floor, New York, NY 10019 • United States
Rye Brook, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Ag | New York | NY | 09/2010 | Present |
| Ubs Financial Services Inc. | New York | NY | 09/2010 | Present |
Kerri Damm Life Insurance Trust / 352 West 11th Street, Apt 4BNew YorkNew York10014 / Life insurance trust to hold 1 life insurance policy and pay annual premiums / During the life of the trust, the trustee's notify the beneficiary of the need to pay the premium and authorize premium payment. Trustee will authorize investments at direction from trust investment advisor Mr Hann Damm - spouse of the trust grantor. At death the trustee will notify the trust company to settle the life insurance. / Start Date: 8/9/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-27 |
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