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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-02-12 |
| OH | RA | APPROVED | 2007-02-09 |
Branch Locations
8044 Montgomery Road, Ste. 10 The Towers At Kenwood, Cincinnati, OH 45236 • United States
Terrace Park, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Cincinnati | OH | 11/2013 | Present |
807 Myrtle LLC / United States / 807 Myrtle Ave / Terrace Park / Ohio / United States / 45174 / / No / Company / Real Estate / / Setting up LLC to purchase rental properties / Active / Proprietor / owner / / Handle rental properties / 2 / No / No / No / No / Start Date 10/15/2018 / / No / / No / / Yes / Yes / 100 / / Yes / Cincinnati Ohio US / No / / Yes / / Looking to diversify investment portfolio into real estate / No / 807 Myrtle / United States /807 Myrtle Ave Ohio / Company / Real Estate / Proprietor / owner / Start Date 10/15/2018 / No / No /
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-25 |
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