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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 | 2016-03-31 |
| NJ | RA | APPROVED | 2016-03-03 |
Branch Locations
299 Park Avenue 8Th,9Th And 11Th Floor, New York, NY 10171 • United States
Scarsdale, 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 | New York | NY | 03/2016 | Present |
TRUSTEE FOR UNCLE'S TRUST; INV. RELATED; SCARSDALE, NY; START DATE 1/15/2015; 1 HR PER MONTH; 0 HRS DURING TRADING. 2) Leonard and Claudia Boccia Irrevocable 2014 Trust DTD 12-31-14 / 21 Greenacres Avenue Scarsdale,NY 10583 / Trust/ Insurance & Life Assurance / pay premiums / Trustee / / I will serve as trustee to invest and disburse the funds to beneficiaries / Start Date 12/31/2015 / 3)Leonard Boccia Irrevocable Insurance Trust Agreement 2015 / 21 Greenacres Avenue Scarsdale,New York 10583 / Trust/ Insurance & Life Assurance / Estate Planning / Trustee / / I will invest and disburse funds to the beneficiaries / Start Date 02/13/2015 / 4) Brooklyn Jesuit Prep, Catholic Jesuit middle school serving low-income families of diverse races, ethnicities and faiths in the East Flatbush neighborhood of Brooklyn. Our mission is to develop young leaders who are intellectually competent, open to growth, loving, religious and committed to doing justice, Brooklyn New YorkUnited States-11210, Review help with financials as well as general responsibilities of the Board, start date-9/1/2022.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-08-05 |
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